1
Open the Users section
Navigate to the Users page under the Users & Roles section within QuoteCloud settings.
Delete a User Account
Learn how to delete a user account in QuoteCloud, including the required permissions and how user data and documents are handled after deletion.
Delete a User Account
Learn how to safely remove a user account from QuoteCloud, verify administrator permissions, and transfer ownership of documents before deletion.
Steps to delete a user account
2
Review user roles
Confirm which users have administrator privileges and identify the user account you want to delete.
3
Verify administrator permissions
Before deleting a user, confirm that your account has the necessary permissions to create, modify, and delete users.
4
Open the Roles section
Under the Users & Roles menu, click Roles to review the administrator role permissions.
5
Edit the Admin role
Locate the Admin role and click Edit to review the assigned permissions.
6
Review User Account Controls permissions
Under User Controls, confirm that the administrator role includes permissions to create, modify, and delete user accounts.
7
Return to the Users page
Navigate back to the Users section to continue the account deletion process.
8
Locate the user account to delete
Find the specific user account you want to remove from the system.
9
Open additional user options
Click the dropdown options menu beside the selected user account to display additional account management actions.
10
Select Delete User
From the dropdown menu, click Delete User to begin removing the selected account.
11
Transfer document ownership
If the user owns documents, select another user account to transfer document ownership and prevent data loss.
12
Confirm the account deletion
Click the Delete button in the confirmation window to permanently remove the selected user account from QuoteCloud.
13
Verify successful deletion
QuoteCloud will display a confirmation message indicating that the user account has been successfully deleted from the system.
Frequently Asked Questions
What does "Delete a User Account" in QuoteCloud mean?
Deleting a user account permanently removes that user’s ability to sign in to your QuoteCloud workspace and removes the account from your active user list. The process is designed so you can reassign the user’s documents and assets before the account is removed, preventing loss of business content used in your sales quoting software or proposal software.
Who can delete a user account in QuoteCloud?
Only account owners or users who have been granted the necessary administrative permissions can delete other user accounts. If you do not see edit or delete options, check your organisation’s user-management roles and ask an account owner or administrator to perform the deletion.
What happens to documents and data owned by the deleted user?
All documents owned by the deleted account must be reassigned to another active user. During the deletion workflow you are required to select a recipient who becomes the new owner of those documents. Be sure to reassign or export any templates, integrations, or other assets the user manages to avoid disruption to your quote software or sales proposal software workflows.
Do I have to choose a recipient for the deleted user’s documents?
Yes. The deletion process requires that you select an active user who will receive ownership of the deleted user’s documents. If you cannot immediately assign a new owner, export critical files first or transfer ownership to an administrator account to preserve access.
How should I prepare before deleting a user?
Identify all documents, templates, integrations, shared assets, and automations the user owns or manages. Reassign ownership of quotes, proposals, and templates used by your sales quoting software and sales proposal software, export any critical files, update shared permissions, and notify affected collaborators so workflows are not interrupted.
Also review linked integrations (for example accounting or CRM connections) and transfer or update credentials so integrations continue to work after the user is removed.
Are there alternatives to permanent deletion?
Yes. If you want to stop a user from accessing QuoteCloud without permanently removing their account data, consider disabling the account, changing their role or privileges, or updating their email and password to prevent sign-in. These options preserve the account history and make it easier to restore access later if needed, while keeping your quote software and proposal software records intact.
Can a deleted account be restored after deletion?
Deletion is intended to be permanent and should be treated as final. Because the account itself is removed, restoration is not guaranteed. If there is any chance you will need the account or its history later, use a disable or role-change alternative or export the user’s data and templates before deleting.
How does deleting a user affect templates, integrations, and automated workflows?
Templates, integrations, and automated workflows owned by the deleted user should be reassigned or exported before deletion. If a deleted user is the owner of an integration (for example an accounting sync or a CRM connection), update those credentials and reassign integration ownership to prevent failures. Planning this step protects continuity in your quote software and proposal software processes.