Please Note: Only users that have the Firm Admin role assigned to them can remove existing users.
Be Advised: If the Firm Administrator accidentally removes the wrong user, there is no way to determine who was deleted from the Firm Account and there is no way to restore that deleted account, as the account will disappear from the Firm Users page entirely. The Firm Administrator will have to recreate that account.
IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...
You may be using our older Legacy website. To access those instructions, click here.
- From the Dashboard, click the 3 horizontal lines at the top left of the screen. Select Firm Management, and then click on Firm Users.
- Once the Firm Users list displays, locate the Firm User that needs to be removed. Click the Trash Can icon to the right of their name and email.
- You will be prompted to confirm if you would like to remove the user. Click “Ok” to remove.
If the above method doesn't work, edit that account's email address and add "-inactive" (mins the quotation marks) to the end.
Please Note: This User’s Filing History will still be available to existing Firm Users. How to View Your Firm’s Filing History.