Delete a User Account

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.

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.

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.

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.

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.

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.

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.

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.