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Delete a Team Member

Learn how to delete a team member, when to archive instead, and when deletion should be avoided.

Written by Trent Kocurek

Deleting a team member permanently removes that person and their associated data from Equip when the record is eligible for deletion. In most cases, we do not recommend deleting a team member. It is usually better to archive them by changing their Status to Inactive in Access, and reserve deletion for accidental or test accounts that should not remain in the system.


⚙️ How It Works

  1. Open the team member’s profile in Equip.

  2. Go to General.

  3. Scroll to the red Delete [User Name] section near the bottom of the page.

  4. Select Delete [User Name].

  5. In the confirmation modal, review the warning that the action cannot be undone, then select Yes, Delete.

  6. If Equip shows Request Deletion instead, the team member has associated records that must be preserved and deletion must be handled through support.


⚙️ Options and Requirements

  • The delete section is only available when your role has permission to delete users.

  • You cannot delete your own user record.

  • You cannot set your own Status to Inactive.

  • If a Super Admin needs to be removed, another Super Admin must set that person to Inactive. If they are the only Super Admin, they should first assign another active team member the Super Admin role.

  • Users connected to multiple accounts cannot be deleted from this flow.

  • Some users cannot be deleted if they have associated records that must be preserved. In that case, Equip shows Request Deletion instead of the direct delete action.

  • To archive a team member instead of deleting them, another authorized admin can go to Access and change Status to Inactive.


💡 Best Practices

  • Do not treat deletion as the default option. In most cases, it is better to archive the team member by setting Status to Inactive.

  • Reserve deletion for accidental or test accounts that should be permanently removed.

  • Keep at least one active Super Admin on the account at all times.

  • If deletion is blocked, contact support through Request Deletion rather than trying to work around the restriction.


❓ FAQs

Should I delete a team member or archive them?
In most cases, we recommend archiving the team member instead of deleting them. In Equip, that means changing the team member’s Status to Inactive in Access. Deletion is better reserved for accidental or test accounts.

Can I delete myself?
No. Equip does not allow users to delete their own record.

Can I make myself inactive?
No. Another authorized admin must update your status. If you are a Super Admin, another Super Admin must set you to Inactive.

I am the only Super Admin. How do I get removed?
Assign another active team member the Super Admin role first. The new Super Admin can then set your Status to Inactive.

Why do I see Request Deletion instead of Delete?
That means the user has associated records that must be preserved, so the deletion must be reviewed and handled through support.


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