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Unable to Delete a Cloud User due to Time or Expense entries

You may find in some instances when trying to delete a staff member from the Cloud, the below error appears:


When a user has time/expense logged in their name you are unable to delete them until the individual records are deleted.

Note: Only an account with Admin Rights will be able to action this. 

An easier option may be to deactivate the cloud user instead of removing them from the system if you want to keep the time/expense entries.

For more information on de-activating a cloud user please click here.

 

Deleting Time Entries

1. Navigate to the Menu, and select Time.


 

2. Select Time header, then filter by Staff and search for the staff member you are trying to remove.


 

 3. Select the Date, change to Range and select dates where time or expense may be logged.

 

 

4. Ensure this is not set to a single Entity, select the Entity Dropdown, and choose All Entities.

 

5. A list of all items should now show, select all and then use the delete button to remove all of these.

  • Related template: CaseWare Cloud Platform
  • Software platform: CaseWare Cloud