Deleting User Accounts

To protect historical information, user accounts can be deleted and restored as needed. Users can continue to view data pertaining to deleted users, such as Change History records and data provided by these users, but be aware that some areas of your system may need to be modified when you delete user accounts.

Before you delete user accounts:
  • Use the References feature to view application settings, such as notification subscriptions and fields where the user is set as a default value. You can then permanently transfer these settings to a different user. For details, refer to Transferring Application Settings to Another User.
  • Consider the role deleted users played in any orchestration or Web service data mapping or SBM AppScript, and manually modify these elements as needed.
After you delete user accounts:
  • When you delegate a default value setting to another user, existing primary items are not automatically updated to reflect this change. Use reports to find and update existing primary items as needed.
  • If you choose not to update items where a deleted user is selected as a field value, users must select an active user when they update or transition items.

To delete a user account:

  1. From the Administrator Portal, select the Users icon.
  2. Navigate to or search for the user account that you want to delete.
  3. Click Delete.
    Note: Administrators cannot delete their own accounts.

Restoring Deleted User Accounts

To restore a deleted user account:

  1. From the Administrator Portal, select the Users icon.
  2. Select the Show Deleted Users check box.
  3. Navigate to or search for the user account that you want to restore.
  4. Select the user, and then click Restore.