Manage user deletion

Deleting a user without having first transferred their data (by enabling the data transfer option) will cause all the case files that the user owns to be deleted with them - and the data cannot be restored.

See the instructions below on how to enable data transfer and how to delete a user.
Note that only administrators can perform this task.

Allow transferring ownership of data on user deletion

1. When logged in to Penneo, click on Configure on the left side menu and then Company. 
2. Scroll down to Security & Privacy. 
3. Click on Allow transferring ownership of data on user deletion to checkmark it. 
4. Click Save changes.
   

 How to delete a user

1. When logged in to Penneo, click on Configure on the left side menu and then Company. 
2. Go to the tab Users. 
3. Locate the user you want to delete. Hover over them, and three dots will appear on the far right. Click the three dots and then on Delete user.  
   • If you haven't enabled data transfer, you will be prompted to confirm your decision by clicking on I understand, delete user.  
   • If data transfer is enabled, you will be prompted to select a user to transfer the data to. The person who is deleting the user will be suggested as the person to transfer the data to. If you would like to transfer the data to another user, you can find them in the list by clicking on the name and email under "Transfer casefiles to:". Once you have selected which user to transfer the date to click on: Delete user and transfer data. You will be asked to confirm the action choose the red button that says Yes, delete user. 
4. Now, you will see a success message. Click Accept.