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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.
- The Firm Administrator will need to click on the Orange Actions button in the upper right hand corner of the screen.
- Click on Firm Users.
- Find the user you wish to remove.
- Click on the corresponding Black Actions Tab the right of the Users information.
- Select Remove Firm User.
Note: When you delete a User from your firm that user will no longer be able to log in, but you do still have access to what they have submitted. To see something submitted by a deleted user you will need to filter your History by 'My Firm' instead of 'My Filings'.