Deleting Existing Users

If you need to remove a user from your Wholechain account—whether they have left the organization or their role has changed—follow these steps to delete their access:

1. Identify the User: Go to the Users & Permissions section as previously described, locating the user you wish to delete from the list.
2. Hover Over the User’s Name: Hover over their name to reveal the Actions button next to it.
3. Select Change Role (to Prepare for Deletion): Click on the Actions button and select Change Role. You will need to change the user’s role to Employee first, as Admins and Owners cannot be deleted directly.
4. Remove the User:
   • Once their role is set to Employee, return to the Actions button and select Remove User or Delete User from the dropdown options.
   • Confirm your action in the popup that appears. This step is crucial for finalizing the deletion process.
5. Finalize Deletion: After confirming, the user will be removed from your account entirely.

Note: Admins and Owners cannot be deleted as team members. To delete those team members, you must first change their access level to "Employee."