How Do I Remove a User From My Account?

How Do I Remove a User From My Account?

If you need to remove a user from your account for any reason, an Administrator or Office Manager can do so from the Firm Settings.

We recommend deactivating a user and inviting any new users to maintain data integrity.
  • Go to Firm Settings

  • Select the 'Users' tab, this list shows you all of the users with access to your account. Under the Status column, you will see the word "Active" or "Inactive." If a user is "Active" they currently have access to the account.

  • Select the "Deactivate" option all the way to the right of their name

  • Once they have been deactivated, they will no longer have access to the account, nor will their name appear on your calendar or drop-down menus.

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