Deleting Scenarios and Clients

You can create unlimited clients and scenarios in Snap Projections, and ensuring your account has appropriate permissions, you can delete individual scenarios at any time. Upon deleting the final client scenario, this client is also deleted.  

Only the following users can delete a Client/Scenario:

• The creator (owner) of the client profile
  • The creator is the user who originally added the client/spouse to their Clients list.
• Organization Operations Managers / Team Administrators (if applicable under your organization’s permissions structure).

If the scenario was shared with you and you are not the creator or an Organization Operations Manager, you will need to ask the original creator to delete the scenario.

An Organization Operations Manager can also transfer client ownership from one team member to another.

From Within the Projection

1. Open the Scenario Menu in the black menu bar.
2. Click the option to Delete Scenario.
3. Click the Delete button to confirm deletion.

If this is the only scenario for your client, you will be warned that your client will be deleted too. Click the Delete button to confirm deletion.

From the Clients List

1. Find the client in your list.
2. Click the red trash can icon in the Actions column.
3. Click the Delete button to confirm deletion.

From the List of Scenarios

If more than 1 scenario exists for a client, when selecting a client from the Clients List or when Switching Scenarios, you can delete a scenario directly from the list of available scenarios.

1. Click the red trash can icon in the Actions column.
2. Click the Delete button to confirm deletion.

Deleting a client or scenario is permanent and cannot be reversed. Once deleted, the data is permanently removed and cannot be restored.

Please take extra caution and carefully review before deleting any client or scenario to ensure it is no longer needed.

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