How to delete a client account

Permanently delete a client account and all its data from your portfolio. The account must be closed first. You cannot undo this.

Permanently remove a client account and all its data from your portfolio. This cannot be undone.

Before you start

• The account must be Closed. To close it, cancel the subscription or, for an account on trial, end the trial.
• If you only want to stop billing, cancel the subscription instead. A closed account keeps its data and can be reactivated.

Steps

1. On the Client accounts page, open the row action menu (⋯) for the account.
2. Click Delete account.
3. In the Delete client account? dialog, type the account’s company name to confirm.
4. Click Delete account. To back out, click Keep account.

The account, its subscription, and all its data are removed from your portfolio.

What your client sees

The account and all its data are deleted. If the client owner had access, they can no longer sign in. You cannot restore the account.

The client owner’s email stays in use. You cannot use it as the owner email of a new client account.

Related

• How to cancel a client subscription
• How to manage a client trial
• How the partner portal works