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.
You will be unable to completely delete a user until you've reassigned their jobs to an active user. You can reassign these jobs to another user or leave them unassigned. If reassigned, the new user’s name will appear on those jobs. To distribute jobs among multiple technicians, first reassign them to a default technician, then manually move them to others as needed.
6. Click on Delete user. A confirmation message will be displayed at the bottom right corner of the Team page.
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.
Important: Updating Your Subscription After Deactivating or Deleting a User
Deactivating or deleting a user does not automatically change your subscription plan or billing. If you no longer need to replace the deactivated/deleted user with a new one, you will need to manually update your plan to avoid being charged for that extra user.
To update your subscription:
Navigate to Setup > Plan & Payment page.
Click on the Change button under the Subscription field.
Adjust your plan by removing the number/type of users you no longer need.
Click on the Change plan button again to save your changes.
If you skip this step, you will continue to be charged the same amount as before, even if those users are no longer active.