Deleting a user | FundCentre Reporting (formerly InvestorVision)

Applies to: General partners
 

You can delete a user from InvestorVision if the user does not have any permissions. Deleting a user removes the user's access to InvestorVision and removes any information related to that user from the portal. Disabling a user removes the user's access to InvestorVision and removes all of the user's permissions, however, all of the user's activity records and information about that user are retained.

I want to

• Delete a user from InvestorVision

Steps

Deleting a user

1. Ensure that the user your want to delete does not have any permissions. See below for details about deleting permissions.
2. In the navigation pane on the left, click Users.
3. Click the checkbox in front of the user(s) you want to delete.
4. Click Delete Users.

Deleting user permissions

1. In the navigation pane on the left, click Users.
2. In the Name column, click the user that you want to remove from a fund.
3. Click the Permissions tab.
4. At the beginning of the row of the permission that you want to remove, click the vertical dot menu and select Remove.

Additional information

• Giving and removing a user's access to InvestorVision