How to remove firm users from the workspace?

To remove a firm user under your firm, you can open the user management screen from Settings > Firm > Users > Manage:

You have to have "Firm Admin" permissions to be able to get to this screen.

From here you can click "edit" on the user you'd like to remove:

And then on the right hand side you will have the option to remove the user:

Frequently Asked Questions

Who can remove a firm user?

Only users with Firm Admin permissions can open the user management screen and remove users.

Why can't I remove a specific user?

The user flagged as the account owner cannot be removed. Designate another Firm Admin as the owner first, and then you can delete the user.