How to Remove a Team Member from your Practice account

Created by Simon Whitby, Modified on Mon, 28 Nov 2022 at 03:43 PM by Cliff Traill

When you first login to your account, click the “Practice Management” tab, this will then bring up the practice information, as in the below image

If you are an admin user on multiple accounts, select the Practice whose users that you wish to edit from the drop-down menu, you should then see the Practice information as displayed above:

Click the blue “View Users” button, this will then display the user register for the practice, as in the below image:

Then click the name of the user that you wish to remove from the practice, this will then display the user record. You will then need to click the link “Edit User Practice Role”

On this screen you can then edit the user’s role in the practice by selecting the role from the drop-down menu, or you can remove them from the practice entirely by clicking the red button “Yes, remove”

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