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How to Remove Users from Dashpivot Web

Learn how to remove users from Dashpivot Web for workspace or folder access management.

Written by Sam

Users can be removed from Dashpivot Web either from the Home folder, which removes them from all folders, or from an individual folder.

Prerequisites

Before you begin make sure you have the following:

  • Permissions: Org Controller

  • Skills Required: Dashpivot

  • Device Type: Web

  • Subscription to SaaS Product: Dashpivot

Step-by-Step Instructions:

Remove Users from All Folders

  1. Go to Home Folder

  2. Select the Users tab

  3. Use the User Types buttons at the top of the page to filter users.

  4. Find the user you want to remove and select the checkbox next to their name.

  5. Click Remove.

Note: You will need to be an Org Controller to remove a user from all folders.
The user will then receive an email notifying them they’ve been removed from the Team(s) and/or Project(s).

Remove Users from a Specific Folder

  1. Navigate to the folder you want to remove the user from.

  2. Select the Users tab.

  3. Use the User Types buttons at the top of the page to filter users.

  4. Select the checkbox next to the user’s name.

  5. Click Remove.

Note: When a user is removed, any content they have already added remains in Dashpivot.

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