Delete Profiles
Delete any profiles that you no longer need.
If individuals have certain data connected with their profiles, such as contributions, they cannot be deleted. But you can still mark them inactive. For a complete list of the effects of marking as inactive, see Mark a Profile Inactive.
- Locate and open the record you want to remove.
- Click , and select Mark as Inactive or Delete.
- Select or enter any additional options in the confirmation window.
- Click Delete.
- Click Permanently Delete to confirm that you will no longer be able to access the profile.
When You Can't Delete Profiles
If you can't delete a profile, you can mark it as inactive instead.
Giving History
If someone has giving history or gifts that have been returned, you can only mark them inactive. There's no workaround for this.
Recurring Gifts
If someone has recurring gifts set up, an administrator can cancel them. As long as the person doesn't have giving history, you can then delete the profile.
Last Admin
There must be a profile designated as an administrator. So, to delete someone who is the last admin, add a new user as an admin or edit an existing user's permissions to make them an admin first.