Concept: About Deleting Users
You can delete users from Adaptive Planning when employees:
- Leave the company.
- Move to a different organization within the company that doesn’t use Adaptive Planning.
Before deleting users, sign in as these users and move any personal reports, perspectives, and dashboards that they created to a shared folder. Note that these items remain even after you delete the users:
- The audit trail associated with the users.
- Cell and Sheet notes that the users created.
- Any shared reports that the users created.
Administrative users can create users and change passwords. Hence, when these users leave the company, you can:
- Delete them as users.
- Have all end users change their passwords as an additional step of security.
Deleting a user does not delete:
- Data they entered.
- Shared reports they created.
- Audit trail history they created.
- Action logs, such as import history or user activity login history.
It does delete any personal reports they created.
If the user has access to more than one instance, you need to delete them from each one.