How to Remove User Accounts

When team members leave your company, you can disable their accounts to prevent access while preserving their work history in the system.

Accessing User Management

1. Go to Settings
2. Click Account
3. Select Users

Disabling a User Account

1. Find the user you need to remove from the list
2. Click the gear icon next to their name
3. Click "Disable Account" button
4. Review the notice - the system will retain all the user's work but prevent them from signing in
5. Confirm the action to complete the process

What Happens When You Disable

Work Preservation - all estimates, jobs, and other work completed by the user remains in your system

Access Removal - the disabled user can no longer sign in to Roof Chief

Data Integrity - project history and documentation stays intact for business continuity

Viewing Disabled Users

To see users you've disabled in the past:

1. Toggle the switch to show disabled accounts
2. Review previously disabled users if needed for reference

Benefits

Disabling accounts rather than deleting them ensures you maintain complete project records and work history while securing your system when team members leave. This approach protects business data while preventing unauthorized access.