Skip to main content

Remove a User

Delete user accounts when team members leave the organization or no longer need access to Zeltask. Removing a user revokes their login credentials and platform access.

Before You Start​

  • You need Admin permissions to remove users
  • Consider whether the user should be removed from teams first
  • Review any active assignments or tasks linked to this user

Accessing User Management​

  1. Click Settings in the sidebar
  2. Under Configuration, click Personas (People)

[Screenshot: Settings sidebar with Personas section highlighted]

Steps​

Step 1: Find the User​

  1. In the Personas view, locate the user you want to remove
  2. Use search or filters if needed to find them quickly

[Screenshot: User list with search and filter options]

Step 2: Review User Information​

Before removing, verify:

  • This is the correct user account
  • Review their last connection to confirm the account is no longer needed
  • Check if they have any active assignments

[Screenshot: User details showing last connection information]

Step 3: Delete the User​

  1. Click the Delete icon next to the user
  2. Confirm the deletion when prompted

[GIF: Clicking delete and confirming the action]

The user is removed from the system and can no longer log in.

What Happens When You Remove a User​

ItemWhat Happens
Login accessImmediately revoked
Team membershipUser is removed from all teams
Historical dataPast activity and assignments remain in the system for traceability
Active assignmentsMay need to be reassigned to other users

Before Removing a User​

Consider these steps first:

  1. Reassign active work — Transfer any open actions, inspections, or incidents to another team member
  2. Remove from teams — Update team compositions if needed
  3. Document the reason — For audit purposes, note why the user is being removed

Tips​

  • Use search or filters to quickly find the user you need to remove
  • If you're unsure whether to remove a user, consider changing their permission level instead
  • Removed users cannot be restored — you would need to invite them again