How do I delete a user?

Follow

Comments

1 comment

  • Avatar
    Margaret Campbell

    If you are going to delete users, you will need to make sure they have not made any time entries; nor been assigned to any tasks, projects, issues, to dos, workflows, approvals, project requests, change orders, custom items, discussions, etc.

    Run a report for all of these Project Insight objects to ensure there is no orphaned data in the system.

    Sometimes, when they have entered time entries and submitted time sheets, you'll have to delete time sheets and then individually deleting time entries on those time sheets. It's worth it to avoid orphaned data.

    By the time you are removing Time Entries, it is best NOT to delete the user because you are now removing historical records. It's best just to mark the user not Active and remove them as a project resource.

Please sign in to leave a comment.

Powered by Zendesk