Introduction

Learn how to remove a user who no longer requires access to the organisation through Xonboard. These instructions specifically relate to removing an employer or advisor who has user access to the organisation.

How-To

To remove a user from an organisation:

1. Login to Xonboard and navigate to the required organisation. 
2. Open the settings menu, then click View employees & managers.

Any user with Employer or Advisor access will appear under the Managers section. They can be removed by clicking Remove from organisation.

💡 Note: Due to the way the Xonboard<>Xero integration currently works, a user with existing Xero access cannot be removed from Xonboard - you'll need to revoke their Xero access first.

Questions?

For further support or feedback please reach out to us at [email protected]