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How do I remove a User from My Account?

  • Updated
You must have Administrator permissions to remove a user from your Account in Firm Settings.
 
Note: Deactivating a user and inviting new users is recommended to maintain data integrity.

To deactivate a user:
 
  1. Select Firm Settings from the drop-down menu next to your avatar.

    FirmSettings.png

  2. Click Firm Options in the left navigation bar and select Users & Groups from the expanded menu. A list showing all users with access to your account appears under the Users tab.
    • Users are listed as Active or Inactive under the Status column.
    • Active users currently have access to the account.

      Users_Groups.png
  3. To remove a user from your account select Deactivate in the right-hand column.
 
Note: A deactivated user can no longer access to your Account, nor will their name appear on your calendar or drop-down menus. Your Billing information is automatically updated. If you anticipate that you will still need to have this user available for billing or reassignment of Events or Tasks, please reach out to your Client Success Manager or billing@getcaret.com.
 
 

Legacy Clients not on a Core, Enterprise, or Enterprise Plus subscription should reach out to Orders@zolasuite.com to have users deactivated.

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