Deleting a User From Your Account

If a user is no longer using the Walsh system or has been terminated, you can set the user as inactive in the system. Here is how to do this:

(Note: Only Admins can delete Users.) 

Click here for a training video for How to Add/Edit/Deactivate User.

1. Under the Setup section of the menu, click on the menu item Users.
2. Find the user you wish to delete on the screen or by using the search option at the top.
3. Select the inactivate button as shown in the image below to the left of that User's name.
4. Click on the Yes button to change the user status from active to inactive. 
5. If you wish to see your inactive users, click on the Show Inactive Records button located at the bottom of the page. 
6. You can find the inactive user here. 

Summary:

You can deactivate a user by changing his/her status on the Users page from Active, to Inactive.