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.

Worksite:

Agent:

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