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Deleting, or Archiving a Record and User from the Platform

Learn the process to archive a record and delete a user etc.

Written by Sarita Markande

Understanding Records vs. Users

A "record" represents a person's profile on our platform, while a "user" is someone who has registered or signed up and linked themselves to a specific record.

Dive deeper into the differences between Users and Profiles here.

A record can primarily be archived or deleted. However, if a record is connected to a user (a registered record), it can only be archived.

Archiving or Deleting a Record

Step 1: Accessing Data Studio

  1. Navigate to the "Data Studio."

  2. Select the records you wish to archive or delete.

Step 2: Archiving or Deleting Selected Records

  1. Head to "Admin Actions."

  2. Choose "Record Status" and then select "Archive Records."

Note: Deleting a registered user is not possible; you can only archive them.

Note: At a time, you can only delete 50 records at a time. When you attempt to delete more in bulk, your Customer Success Manager and the Support team will be notified. Only once they approve can the records be deleted.

RE NXT: When you mark a record inactive on RE NXT, it will be automatically archived in Almabase. Deleting a record on RE NXT, however, will nto have any affect on Almabase.

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