Maintaining accurate and up-to-date user information is important for streamlined operations. Deleting users is a common administrative task that ensures your account remains organized and secure. In this guide, we'll walk you through the steps on how to delete users on PoolTrackr, pointing out some helpful tips along the way to boost your user management efficiency.
Deleting users
1. Go to Setup → Team.
2. Look for the user you want to delete.
3. In that user's row, click on the trash icon under the Actions column.
4. A pop-up window will appear where you would need to select as to which user you would like to have their jobs re-assigned.
When deleting a user, the previous and current jobs assigned to them will not be deleted. You can either assign them to another user or keep them as unassigned. 5. Select where you want to re-assign the jobs from that user.
6. Click on Delete user. A confirmation message will be displayed at the bottom right corner of the Team page.
Note: If you want to distribute the jobs to different technicians instead of one, you would need to move the jobs around to other technicians after selecting a default technician where the jobs are supposed to be initially re-assigned.
If you do not want to delete the users and would like to archive them instead, check out this guide on how to deactivate a user.