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How to Delete a User

Want to clean up your user list in Allison? Here is how to do it.

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Written by Blake Wood
Updated over 2 months ago

Important

Deleting a user in Allison should almost never be necessary. This feature is designed only for accidental or unused employee profiles — for example:

  • Someone you created by mistake, or

  • Someone who never actually started working with your cleaning business.

If the employee has ever been assigned to a job (past or future), the system will not allow you to delete them. This protects your job history and reporting accuracy.


When Not to Delete a User

Do not delete a user just because they no longer work for your business.
Instead, simply deactivate them so their records remain linked to completed jobs and reports. Deleting a user permanently removes their profile and any associated information (only if they have no assigned jobs).


When You Can Delete a User

You can delete a user only if:

  • They have no jobs assigned in the past, and

  • They have no jobs scheduled in the future.

If either of these conditions isn’t met, the Delete button will be disabled.


How to Delete a User

If you’re sure the user qualifies for deletion, follow these steps:

  1. Click Menu in the sidebar.

  2. Select Employees.

  3. Find and click Edit next to the employee you wish to remove.

  4. Scroll all the way to the bottom of the page.

  5. Click Delete Employee.

If the employee has any job assignments, the button will be disabled and you won’t be able to proceed.


Best Practice

Keep your records clean by:

  • Deleting only accidental or unused profiles.

  • Deactivating employees who actually worked in your system.

This ensures your job logs, reports, and payroll data remain accurate.

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