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V3: How to Remove a User
V3: How to Remove a User

Changes happen. Sometimes, even for the best of reasons, we need to delete a user. Here's how.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

This is done on your Users page.


Step 1

Log in to PastorsLine.

Step 2

Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow #2 in image to the left).

Step 3

Click on Users (turquoise box and 3 in image to the left).

The Users page will open.


Don't worry. As usual, we will do close ups as we move through this page. We just wanted you to get a feel for how the entire page looks.


Notice is that this page has two tabs:

Active Users (turquoise box in image below): Since Active Users is purple, we know that is the information being displayed at the moment. [Jump to this section]

Invite Pending (brown box in image below): Since Invite Pending is greyed out, we know this is not the information on display. [Jump to this section]

ACTIVE USERS: Delete a user

Step 1: Scroll down to the user you wish to edit.

If you have a lot of users, you can use our search to narrow down your choices: Click on Search (magnifying glass icon, turquoise box in image above). Then type all or part of the user name (turquoise arrow in image above).

Step 2: Hover over the user details you wish to update until the purple Edit appears at the end of the line on the right-hand side.

Step 3: Click on Edit. The User Edit box pops up.

NOTE - The information displayed will depend on the user's role (owner, admin, user, restricted user).

Step 4: We will be working with Delete User (turquoise 6 in image above).

Click on Delete User.

The Delete User confirmation box pops up (see image to the left). It says "Are you sure you want to delete [user name]'s profile permanently? This user will lose all access from the company.

If you want to continue, click on the box next to the statement: "By checking this, I agree to delete this user and all the info associated with them." (turquoise box in image to the left).
Then type DELETE in the longer box to confirm (brown arrow in image to the left).

If you want to cancel, click on the X in the top, right-hand corner of the pop-up box (gold box in image to the left).


Click on Cancel (see brown line in image above).

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