How to Remove a User

Learn how to permanently remove a user in octapipe in a secure and controlled manner.

Support Team

Last Update 8 months ago

Removing a user allows you to terminate their access to the platform, ensuring security and control over who can operate within the system.

1º Accessing the user administration module:


In the lower-left side menu, click on “Users”.

This section displays all registered users, allowing you to search, edit, or delete any record.

2º Selecting the user for deletion:


  1. Locate the desired user in the list.
  2. Click on the row corresponding to the user to open their profile.

3º Deleting the user:


  1. In the upper-right corner of the edit form, click the trash can icon to start the deletion process.
  2. A confirmation window will appear with the message:
    Attention Needed
    Do you want to remove this user?
  3. Click "Confirm" to complete the deletion.

4º Completing the deletion:

After confirming, a notification will appear in the lower-left corner of the screen, indicating that the user was successfully removed.

Best practices:

  • Delete only when necessary: avoid removing users without a clear reason.
  • Check active links: ensure the user has no pending projects or tasks.
  • Communicate with the team: notify the team about the deletion to prevent surprises.


Conclusion:

You have learned how to delete a user, from opening the edit form to final confirmation. If you have any questions, please contact our support team.


 

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