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Conga Support

Deleting a Person Profile

You can delete a Person Profile if the individual is no longer working on contract management or leaves the company.

The Person Profile is accessed from the Company Profile via the People browse screen.



People link

Click to display the People browse screen. The link is appended by a number, indicating the number of people that have been added to the profile.


Person record

Locate the person you want to delete, and click on their record to display the Person Profile.


Search option

If there are several people listed, and you want to quickly locate a person, enter the first few letters of their first or last name in the Search field and click on the icon. Click on the icon to clear the search results.

Note: If you only know part of the person's name or other identifier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, if you only know the person's last name (e.g., Rose), you could enter *Rose* in the Search field.

Important: Use the Search filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.



Delete Person button

Click to display a delete confirmation prompt.


Yes option

Select to delete the person from the Company Profile.