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How to Delete in Spearhead

Learn how to delete customer profiles, agents, and organizations within Spearhead.

From a record-keeping standpoint, deletions are important to keep your records organized and relevant. No records are irrelevant - so no profile (agent, worksite, etc.) is deleted, rather it's archived so it does not contribute to cruft.

To archive, follow these steps: 

1. Find the organization, job site, agent, or customer. 

2. Choose the Edit details icon. 

edit button

Worksite: 

Screenshot 2025-12-11 144943

Agent: 

block

Once done, you can unblock and allow access again from the same Edit Agent form:

unblock