How to remove a user from Practice Staff

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 this 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 Organisations in this business account or participates in workflows with any role (Requester, Approver, Reviewer, external submitter), they will not be removed from there by being removed from Practice Staff.

To offboard a user from Organisations and workflows, click on the OFFBOARD button. 
Select the replacement person and click on DONE:

The system will display the name of the respective Organisations (and workflows) and ask the Account Owner to confirm the removal of that user:

To remove users in batch, tick the checkboxes next to the respective users and click on  REMOVE FROM PRACTICE STAFF at the top of the screen. Then confirm the removal of those users:

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