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Remove a user

How to remove an invited user's access from a company or all companies

Brian Carolan avatar
Written by Brian Carolan
Updated this week

If you have the Manage People permission, you can remove a user's access from one or all of your companies you're the billing user of.

📎NOTE: Removing a user's access to a company doesn't delete a user or their account. Users sign up to AutoEntry with their own account. All users with manage people permission can invite any other accounts to access theirs.

No one can delete someone else's account. Each user wanting to delete their account and own data need to proceed from their own profile.


Remove All access

  1. Click People.

  2. Find the user you want to remove, then click the Edit button.

  3. Under Set up Access For, select the company or the account.

    Selecting one or the other options will have the same effect: it will remove all access.

  4. Click Remove All Access.

This removes the user from the list within the People's tab. The user will still be able to log in to AutoEntry, but won’t be able to access to your companies and its folders. That user will keep access to their account and any other company they have access to.


Remove from a single company

The Remove Company Access button will clear the permissions from the Permission tab and will remove the company from the Home tab. This only applies to users set up with Company level access.

  1. Click People.

  2. Find the user and click the Edit button.

  3. Under Set up Access For, select Company.

  4. Select the company.

  5. Click Remove Company Access.

  6. Confirm.

📎NOTE: If the user has Account level access, removing the access at company level won’t remove the permissions set up under the Permissions tab. Those permissions will still apply to all companies. You need to clear those account-level permissions or set up the user with Company-level access only.


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