Delete an Active Member

This procedure is used to formally terminate a user's access to the SpendCraft application and its data. This is a critical step in the offboarding process to ensure that sensitive financial information remains secure after a team member leaves the organization or changes roles.

🛡️ Steps to Terminate Access

Follow these steps to permanently remove an active user from the platform:

1. Go to All Tab:

On the Manage Team page, ensure you are on the All tab. This view provides a comprehensive list of every active member with current platform access.

2. Locate User:

Scroll through the list or use the search function to find the specific user account you wish to delete (e.g., Srilekha Katkam).

3. Initiate Deletion Action:

Locate the user's row and click the ellipsis (...) in the Actions column on the far right.

4. Select Delete:

From the dropdown menu, click the Delete button.

5. Confirm Termination:

The system will display a confirmation dialog to verify that you want to permanently remove the user's access. This step is vital to prevent accidental deletion.

6. Finalize Removal:

Confirm the action within the dialog. The user's account will be immediately:

• Deactivated: All active sessions will be terminated.
• Revoked: The user will no longer be able to sign in via SSO or standard login.
• Removed: The record will disappear from the active user list.

⚠️ Important Considerations

• Irreversibility: Once a member is deleted, their specific global and workspace-level permissions are cleared. If they return to the project, they must be re-invited as a new member.
• Data Integrity: Deleting a user does not delete the data they uploaded or the Agents they trained. Their contributions to the workspace remain intact; only their ability to access them is removed.
• Offboarding Compliance: Ensure this step is completed immediately upon an employee's departure to remain compliant with corporate security and data privacy policies.