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 | QuoteCloud Help — FAQ
What does "Delete a User Account" in QuoteCloud mean?
Deleting a user account permanently removes that user's access to your QuoteCloud workspace. The Delete a User Account guide explains the scope and effects of deletion so you can plan how to handle the user’s data and documents.
Who can delete a user account in QuoteCloud?
Account owners or users with suitable administrative permissions can delete user accounts. Check your organisation’s user-management roles if the options to edit or delete users is not available in your QuoteCloud login account.
What happens to documents and data owned by the deleted user?
Documents are transferred to another user when choosing to delete a QuoteCloud User Account. You must choose another user to move all documents owned by the account to be deleted
How should I prepare before deleting a user?
Prepare by identifying documents, templates, and integrations the user owns or manages. Reassign ownership or export any critical files, update shared permissions as needed, and notify affected collaborators.Â
Are there alternatives to permanent deletion?
If you want to stop a user’s access without permanently removing their account data consider disabling access or changing roles. you can disable access by modifiing the email address and password used for that QuoteCloud User Account, or reduce the roles/privileges assigned to that User Account.
Will deleting a user affect integrations (for example, accounting or third-party apps)?
Deleting a user can impact API keys, integrations, or connections tied to that user. Before deleting, review any connected services and reassign integration ownership where necessary.Â
Where can I get help if I'm unsure or run into problems?
Use the Delete a User Account guide in QuoteCloud Help for step-by-step instructions and role details. If you need assistance, contact QuoteCloud support for help with ownership transfer, data retention questions, or recovery options. Please note, QuoteCloud support team members will not delete a QuoteCloud User Account for you, this action must be undertaken by your own company personel.