Deleting a user in Ecobot permanently removes their account access and associated project data visibility. This action should be done carefully to preserve team data continuity and maintain compliance with your organization’s record-keeping policies.
When to Delete a User
Staff turnover: An employee or contractor no longer works with your organization.
License reallocation: You’re freeing up a paid seat for a new team member.
Security hygiene: You need to remove inactive or unauthorized accounts.
If the user only needs temporary suspension, consider pausing access or changing their role instead of deleting them.
Who can delete users?
- Admins can delete Managers and Users.
- Managers can delete Managers and Users but not Admins.
- Users cannot delete anyone.
Pre-Deletion Checklist
Before deleting a user:
- Transfer their projects – Transfer ownership of all surveys to another active team member.
- Download necessary data – Export any forms, reports, or datasets the user created if needed for audit or compliance.
- Notify your team – Communicate the change internally to avoid confusion about project ownership or data updates.
*You cannot a delete a user that has surveys. All surveys need to be transferred in order to delete the user. The delete icon will be greyed out otherwise.
Steps to Delete a User in Ecobot
- Go to Users on the left-hand side of Ecobot Manager.
- Locate the user you wish to remove.
- Click ⋮ (More Options) → Delete User.
- Confirm the deletion when prompted.
What Happens After Deletion
The user immediately loses login access. Their license seat becomes available for reassignment.