How to Remove Permissions
When an employee leaves your company, you can easily ensure your employee data is safe by removing their access to your account.
If you are trying to remove a user with administrator-level permissions, you will first need to update their permissions to Manager level. Once updated you will be able to remove access.
If you are using a shared inbox for permissions (not recommended) (ie firstname.lastname@example.org) do NOT remove permissions when there is a change of leadership/users at that location. Instead, send a password reset to the email address and have the new user create a different password. They MUST also change the name on their account (see here for instructions) to ensure digital documents have the correct username and signature.
From your Home Dashboard:
Click on the Company Icon
You’ll be taken to the Company Settings Page
Click on Permissions
You’ll see a list of all Account Users
Click on the user that you would like to remove
You’ll be taken to their permissions page
- Click on Remove Permissions
If the user is an administrator downgrade them to a manager first!
- Select the Update button once you have updated all permissions
If you are updating permissions at several (50+) locations, it can take a few minutes for the updates to apply. You’ll know the process is completed once you are taken back to your account.