- In the main menu, select "User List"
- Locate the account in the user list
- Select the action icon ("...") from the Actions column
- Select "Remove Account"
- Confirm that you want to remove the user account
Important tips:
- Client data associated with removed users remains with the client record and will continue to be accessible in your reports.
- Once a user is removed, their user ID (username) is permanently locked and cannot be reused in future. To add a user back into the system, create a new user profile (with a new User ID (username) and reassign them to the clients they need to work with.