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All guidesGetting startedSign in and set up two-factor sign-inFind your way aroundYour language and account securityChoose your notificationsDelete your account
User Guide › Getting started

Delete your account

Delete your MetriCRM account, hand over or close a workspace you own, or delete a customer portal account.

For: Everyone

Steps

  1. 1Open My account → Security and scroll to Delete my account.
  2. 2If you own a workspace, transfer ownership to another active admin or close the workspace first (export your data before closing).
  3. 3Choose Delete my account, enter your password (and 2FA code if it is on) and type your email address.
  4. 4Select Delete my account. You are signed out and receive a confirmation email.
  5. 5Portal customers: open Your account in the portal and choose Delete my portal account or Request deletion.

Good to know

  • Deletion is immediate and can't be undone; closing a workspace can be undone until its data is deleted.
  • Records you created stay with your organisation, shown as "Deleted user".
  • Can't sign in? Email dpo@webbalances.com with the subject "Account deletion".

Related guides

  • Sign in and set up two-factor sign-inSign in to your workspace and protect your account with an authenticator app.
  • Find your way aroundThe sidebar, search, the “+ New” menu, notifications and the AI copilot.
  • Your language and account securityChange the language you work in, your password and your two-factor settings.
  • Choose your notificationsDecide which alerts you get in the app and by email, and set quiet hours.

Still need help? Contact support

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