Deleting ownership types and account categories

When ownership types are no longer valid, administrators can delete all ownership types, except Individual.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To get access to this task, or to have someone complete this task for you, contact your system administrator. An ownership type can be deleted only if it is not associated with any account.

About this task

You cannot delete an ownership type if it is associated with an account.

1. From the navigation tree, click Manage Ownership Types to display the page that lists the currently defined ownership types.
2. Select the ownership type and account category that you want to delete:
   1. To select a specific one, select the check box next to it.
   2. To select all, click the box at the top of the column.
3. Click Delete. A confirmation page is displayed.
4. On the Confirm page, take one of the following actions:
   1. Click Delete to delete the ownership type and account category.
   2. Click Cancel to stop the deletion process.

Results

A message indicates that you successfully deleted the ownership type or account category. The Manage Ownership Types page no longer displays the deleted ownership type.

What to do next

You can create or delete an ownership type.