A step-by-step guide
The Manage Users area lets you view and update the users in your portal, including removing users who no longer need access. This is available to Client Admin and Client Manager profile types.
Finding the Manage users list
Step 1
Get to Manage users
After signing in, you may see a Welcome pop-up asking how you'd like to start. If it appears, select Manage users. If it doesn't, select the Manage users tab from the dashboard.
Step 2
Open the Manage users tab
From the dashboard, select the Manage users tab.
Step 3
Locate the user
Search for the user by name or email using the search bar.
Deleting a user
Step 1
Open the Delete option
Next to the user, select the ellipsis (3 vertical dots) in the Actions column, then select Delete.
Step 2
Confirm the deletion
A Confirm Deletion pop-up appears, asking you to confirm you want to delete that user from the system.
Step 3
Finish
Select Confirm to delete the user, or Cancel to back out.
What happens next
You'll see a confirmation message, and the user is removed from the list straight away.
Please note: you can only delete users with a Profile Type that has fewer permissions than your own. To delete a user with the same profile type as yourself, first edit their account and change their profile type.