Only an account owner has the authority to remove users from "Practice staff".
To remove a user from Practice staff
, hover over the user name or tick the checkbox next to the respective user and then click on the
button. Next, select "Remove from Practice staff":
The user will be removed from Practice staff only.Please note
: if the user you want to remove has been added to the Organisations in this business account or participates in workflows with any role (Requester, Approver, Reviewer, external submitter), they will not be removed there by being removed from Practice staff.To off-board users
from the Organisations and workflows, click on the "Off-board" button.
Then select the replacement person and click on "Done":
The system will display the name of those Organisations (and workflows) and ask the account owner to confirm the removal of that user.