STEP 1: From your portal, select your account name, then choose Firm Settings.
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STEP 2: Click Staff Management from the side menu, then select the user whose access you want to change.
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STEP 3: Click Edit role or Remove Access.
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A. Edit Role
Check the box next to the role you want to assign to your staff, then click the Update button.
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B. Remove access
After you click the Remove Access button, a pop-up message will appear. Click the Remove button to remove the staff's access to the organization.
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That's it!