Deleting your login or closing your account

In this article, you'll learn how to delete your CRM login from the Account page. If you're a team member, this removes only your own access. If you're the owner, it closes the whole company account. It works the same on the web and in the phone app, and you don't have to email anyone first.

To open your account on a computer:

  1. At the bottom of the menu, click your initials.
  2. Click Account.
Tip: Admins can also get there through the Settings gear at the bottom of the menu. Account has its own group at the end of the settings list.

To open your account on the phone app (or the web on a phone):

  1. Open the menu.
  2. At the bottom of the menu, tap the person icon to the left of the Settings gear.
  3. Tap Account.

Every login can reach this page, admin or not. That's on purpose. A team member doesn't have access to Settings, but they still need a way to close their own login.

What's on the Account page

The page says "The login you're using, and how to close it." It has three cards:

  • Logo: your company logo, with Add a logo (or Replace logo and Remove once you have one). It goes on your estimates, invoices, receipts and the customer portal. Only an admin can change it.
  • Your login details: Name, Email, Company (the business this login belongs to) and Role, which reads Owner or Team member.
  • Delete account: what it does depends on your role, and the card tells you which applies before you click anything.
The Account page, with the logo and your login details on top and Delete account below
The Account page, with the logo and your login details on top and Delete account below

Deleting your login as a team member

If your role says Team member, deleting your account only removes your own access. Your login is deleted and you're signed out on every device. The jobs, customers and notes you worked on stay with the company.

  1. On the Account page, click Delete account.
  2. In the box under Type DELETE to confirm, type DELETE.
  3. Click Delete my login.
  4. You'll see "Your login has been removed." Click Done.

If you want the whole company account closed, you can't do it from a team member's login. The owner has to do it from theirs.

Closing the company account as the owner

If your role says Owner, this closes the account for the entire company:

  • Everyone signed in to the company loses access right away, including you.
  • Your jobs, customers, messages, calls and documents are deleted within 30 days.
  • Your billing is stopped. You don't need to email anyone to make that happen.
  1. On the Account page, click Delete account.
  2. In the box under Type DELETE to confirm, type DELETE.
  3. Click Close the account.
  4. You'll see a message that the account is closed. Click Done.

The red button stays greyed out until the box says DELETE. If you change your mind before that, click Cancel.

Getting to the delete confirmation on the Account page
Getting to the delete confirmation on the Account page
Warning: Neither one can be undone. A deleted login can't be restored, and a closed account can't be reopened.
Note: If the owner has already closed the account, the Account page shows a red notice with the date it was closed and says everything on it is removed within 30 days.

This isn't the same as cancelling in your dashboard

Your Review Monster dashboard has its own Cancel subscription link at the bottom of its Account page. That one walks you through a few screens and ends with a cancellation request. A team member follows up with you, and nothing shuts off right away.

Closing the account in the CRM is different. It doesn't wait for anyone: access ends the moment you click Close the account. If you only want to talk about changing or ending your plan, start in the dashboard.

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