As you get projects completed or make adjustments to project teams, you may need to delete a user.
Due to data/database integrity issues, Easy Projects may not allow you to delete a user if any of the following situations exists, with the user you want to delete.
A user CANNOT be deleted if one or more of the following is true:
- The user is a member of at least one project or portfolio.
- The user has added his or her time entries in the time log.
- The user has created at least one project, activity or event.
- The user is assigned to at least one event.
- There is at least one data record with the user in the Name column in the audit trail log of a project or activity.
In any of these situations, you will need to disable the user, instead - this is essentially the same thing - it frees up a license and removes the user as being available for any new work. For details as to how to set a user's status to Disabled/Inactive, click here.
Deleting a user
To delete a user, follow these steps:
- Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
- From User menu | Settings, select Users. This will open the Users screen.
- There are two ways to delete a user:
- Click anywhere in the row the user belongs to, except for on her name. A two item menu will pop up. Select Delete this user. Click "OK" to confirm the deletion.
- Click on the user’s display name. This will open the User details screen in a new window. Click the "Delete" button in the upper right corner. Click "OK" to confirm the deletion.
Since deleting a user that has a history (anything reporting in the audit trail), in the project or any tasks, then deleting a will create holes in your data by not having a user to reference those changes - instead, Easy Projects will only allow you to De-Activate a user, which also frees up a license and removes the user from view - see this help page for nactivating users, instead.