Account Management


 

Remove a User from an Account

 

Overview

This article will show you how to remove a user from an account. This will not delete a user from the system, just unassociate them from the parent account. After you remove the user, they will own their own account.

If you want to delete a user from the system, view our article Delete a User.

Important Note

The account owner/parent cannot be removed from an account.

Instructions

  1. Search and select the account holder
    rec_search_select_user.png
  2. Hover over the user you want to remove from the account and click Remove From Account
    remove_from_account.png
  3. (Optional Information) Create a New Username and Password for the user, since they will become the owner of their own account
    un_pw.png
  4. Click Confirm, regardless of whether or not you created new credentials
    confirm.png
  5. View the new account
    new_account.png



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