MSP-Deleting Customer Account

Steps to Delete a Customer Account

1. Delete Customer Users

Remove all users associated with the customer account.

  • Navigate to the Partner->Managed Customer section of the account.
  • Locate the customer
  • Select each customer user and delete them.

2. Delete Customer

Once users are removed, proceed with deleting the customer entity itself.

  • Navigate to the Partner->Managed Customer section of the account.
  • Locate the customer to be removed.
  • Confirm the deletion.

3. Remove the Account from Assigned Roles

Before deleting the account, ensure it is no longer associated with any roles.

  • Review all role assignments linked to the account.
  • Remove the account from any roles where it is still active.

4. Delete the Account

Finally, delete the account to complete the process.

  • Navigate to the Setting->Accounts section.
  • Select the account, delete and confirm the action.