STEP 1: From your portal, select your account name, then choose Firm Settings.

STEP 2: Click Staff Management from the side menu, then select the user whose access you want to change.

STEP 3: Click Edit role or Remove Access.

A. Edit Role

Check the box next to the role you want to assign to your staff, then click the Update button.

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.

That's it!

Did this answer your question?