Here are the steps on deleting a user/employee.
Katie was a great teammate but she has decided to move on. While you are sad to see her go, removing her from the Greetly visitor management system employee directory will take just a couple of seconds.
Important note:
- You must be logged into your web portal account as a Global or Location admin in order to delete users
Here are the steps:
- Log into your account in Greetly's web-based admin at https://app.greetly.com/
- In the navigation bar, select "Manage Users"
- Find the employee you want to delete. On the right side of the screen, you will see the delete button.
Click the "Delete" button:
- A pop up question will ask "Are you sure you want to delete this user?". Click on "Ok"
- Another pop up question will pop up saying "User deleted successfully!" Click on "Ok"
And you're done!
*Please note that if you are searching for users to delete in the "Search" section, you are ONLY able to search for them by name and NOT with an email address.
How to delete a Global or location admin
Important note:
- Do you need to delete a user with a Global admin, Location admin, or Security role? You'll need to be logged in as a Global admin in order to delete a user with these roles. You must follow the steps below.
Here are the steps:
- Edit the Global admin, location admin, or security profile
- Change their role to "employee" and scroll down and hit "Save"
- In the navigation bar, select "Manage Users"
- Find the user you just changed to employee
- Click the "Delete" button next to their name:
- A pop up question will ask "Are you sure you want to delete this user?". Click on "Ok"
- Another pop up question will pop up saying "User deleted successfully!" Click on "Ok"
And you're done!
Do you have multiple locations and need to do a mass delete? Click here to review our knowledge article.