How do I remove a team member from my practice when they are terminated?

Hi Linda, 

You can definitely stop a user from accessing the firm's file by making them inactive. Once they are made inactive, the user's details will no longer be displayed on the list of Team Members of the firm. Please follow the steps below to do this. 

• Click on the name of the team member 
• Under the user profile, change the status to "inactive" 
• Click "save"

The user is then made inactive. 

If you have further questions about this, please do not hesitate to let us know. 

Have a lovely weekend!