Delete a User

To remove the user information associated with an employee Deltek CRM, go to the Employees & Users area in the Configuration workspace.

When you delete an employee who is set up as a Deltek CRM user, the employee's user name and related security information are deleted also. However, you can also use the procedure below to delete the user without deleting the employee.

To delete the user information associated with an employee without also deleting the employee, complete the following steps:

  1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Employees & Users area.
  2. Locate the employee in the grid.

    If the list of employees is long, type one or more characters from the employee name, or from other employee data such as their email address, in the search field above FULL NAME. That filters the list so that it only includes employees who match your search.

  3. Click at the end of the employee's row to display the User Set Up dialog box.
  4. Click Remove User.
  5. When the confirmation message displays, click Remove User.