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Access Ledger - Delete an entity from a Client Group in Access Ledger

Updated over 2 months ago

In a few steps, the Administrator user can delete entities that are no longer required to be in a client group.

WARNING: These changes are permanent. This action cannot be reversed. All datasets linked to the entity will be deleted.

IMPORTANT: This action can only be performed by the Administrator user.

  1. Log in to Access Ledger.

  2. Search for the Client Group.

  3. Click on the Edit Client Entity icon.

  4. Scroll to the bottom of the page.

  5. Select Delete.

  6. Select Yes, to 'This action cannot be undone. Are you sure you want to delete this entity?'.

  7. The entity will be removed permanently for the Client Group. This entity can be re-added again if needed.

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