Deleting an Account

A portal administrator can delete an account or sub-account from the End-User Portal.

You can locate the account to delete by starting with the List All commands in the Accounts & Users menu. For example, to list all partner accounts, choose the List All Partners command in the Accountss group of the Accounts & Users menu.

Follow the steps below to delete an account. Use the appropriate List All command to browse accounts of the correct type: List All Producers, List All Customers, List All Partners, or List All Self-Registered. (Not all account types are available for all users.)

To delete an account:

Locate the account you want to delete by listing all accounts or searching for the account.

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To search, click Accounts & Users > Search Accounts, enter your search criteria, and click Search.

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To list all users, click Accounts & Users > List All Customers, List All Producers, List All Partners, List All Self-Registered.

The End-User Portal opens the search results page.

On the Accounts page, select the account you want to delete. Click the checkbox for the account or sub-account you plan to delete.

Click Action > Delete or Action > Delete Subtree depending on whether you want to delete the currently selected account and all its sub-accounts or to delete only the currently selected account or

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Click Action > Delete Subtree to delete the selected account and all of its sub-accounts.

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Click Action > Delete to delete the currently selected account.

Click OK to confirm deletion.