Deleting or Deactivating a User

If you need to remove a user from your firm's account, any Account Admin at your firm can do so directly from the account dashboard.

When you remove a user, all of their sources will be suspended. Their previously synced source data will continue to be available in any archives created, but all of their added sources will be removed from your firm and stop syncing from the moment you deactivate them.

Note: you cannot remove yourself as a user if you are the only user associated with the firm.

1. Navigate to the Dashboard.
2. Click on the "Users" tab.
3. Click on the three dots (kebab menu) next to the user you'd like to remove.
4. Click on "Update User".
5. A pop-up screen will appear.
6. Choose "Deactivated" from the Status dropdown menu. 
7. Select "Save".

If you add the user back to your firm, follow the same process and choose "Active" instead. Any reactivated user's sources will need to be added again.