Removing or Disabling a Brightmetrics User

Andrea Wagner

Updated March 27, 2026 14:09

Required Permissions Level: Company Administrator

When removing a user from your account, it's important to know that any schedules set up by the user, as well as dashboards and/or reports that they are the only user with access to, will also be deleted from the account. By transferring ownership of the items owned by the user, you can keep the schedules, dashboards, and reports as they are without interruption. Below we'll walk you through the process of checking for these things prior to removing a user.

Step 1: Disabling the user

By disabling the user, you're preventing them from logging into the account. Their reports and dashboards will still be available to other users with access, but any schedules they have set up will be suspended while they are disabled.

To disable the user, follow the steps below:

1

From the Sidebar Menu, select Administrator Tools.
2

By default, you will be on the active users part of the Users page when you arrive.
3

Click on the 3 dots menu to the far right of the user's email address and choose Disable.
4

Select Save Changes at the bottom of the user list.

Step 2: Taking ownership of scheduled entries

Now that the user is disabled, we'll check to see if there are any scheduled entries that you need to take ownership of in order for the dashboards or reports to continue being emailed.

1

On the Users page, select Schedules on top and then adjust the drop-down to view by user.
2

Look for the user's email address in the left column or use the search box. If you don't see their email address listed, they don't have any schedules that need to be addressed — skip steps 3 and 4 and move on to Taking Ownership of Dashboards below.
3

Click the first icon in the far right column to transfer ownership of the schedule from this user to yourself.
4

Click Confirm in the popup. The scheduled entry is now under your login and will continue to be generated as expected.

Note

Repeat steps 3 and 4 for each scheduled entry the user has listed.

Step 3: Taking ownership of dashboards

Next, check to see if the user has access to any dashboards that are either a) not shared with others, or b) ones where they are the only Admin user.

1

On the Admin Tools page, select Dashboards and then from the drop-down choose View by User.
2

Find the dashboard you would like to change permissions on and click the name.
3

Change permissions using the toggles and press OK.

Step 4: Taking ownership of reports

Similarly to dashboards, check to see if the user has reports that aren't shared with others, or where they are the only Admin user.

1

After selecting Administrator Tools, select Reports and then View By User in the top drop-down.
2

Look for any line items where the user you've disabled is the only user listed, or is the only Admin user. If they don't have any listed, skip steps 3–6 and move on to Removing the User from the Account below.
3

Click on the report name.
4

In the popup, appoint another user as an Admin. You may need to adjust the slider to Show All users on the account.
5

Click OK to save the changes.
6

Repeat steps 3–5 for any reports where the disabled user is the only user or only Admin.

Step 5: Removing the user from the account

Now that we've reassigned dashboards, reports, and schedules, it's safe to remove the user from your account.

1

Click back on the Users button on top.
2

Click the trash can to the right of the user's name.
3

Verify any reports or dashboard reminders that pop up when you click Delete User have been taken care of, then click Confirm.

Questions or feedback? Please email us at support@brightmetrics.com.