Who is this article for?

Primary Admins that need to manage Staff leaving their Organisation

When removing users from your Organisation, it is necessary to remember that whilst Primary Admins have the ability to remove any other users, Primary Admin users can only be removed by Smartforms Support upon request.

Removing users it's quick and easy:

• Navigate to Settings > Users > Staff
• Select the User(s) you would like to delete by ticking the box next to its name
• Click on the Bin icon that will appear at the top
• Confirm you are sure to delete the staff

Important: We recommend you disable the user instead by following our article How to Disable a User

When a User is deleted from the system their name immediately disappears but all records associated with the user will remain in the system (For example, Op reports, Issues, etc) but the name of the user will not be seen on those records.