👤 Removing a Client User from a Client Workspace

If someone should no longer have access to a client workspace, you can remove them from the Client Users list. Removing a user revokes their access to that specific workspace.

⚠️ When someone says “remove a client”

Firm users sometimes use the word client to mean different things. It may refer to:

• A Client Workspace (the entire client company workspace), or
• A Client User (a person who has access to that workspace).

Before removing anything, first determine which one you want to remove:

• If you want to remove the entire client company, you should Archive the Client Workspace instead.
• If you want to remove someone’s access to the workspace, follow the steps below to remove the Client User.

This article explains how to remove a Client User from a Client Workspace.

🛠 How to Remove a Client User

1. From the left navigation, select the workspace name the user is associated with.
2. If the workspace has been archived, go to the Archived tab to locate it.
3. In the Client Users panel, locate the user you want to remove.
4. Click the More... link to the far right of the Client User’s information.
5. In the top-right corner, click the actions icon (three dots ...).
6. Select Remove.

📌 What happens when you remove a Client User

• The user will no longer have access to that Client Workspace.
• If the user has access to other Client Workspaces, their access to those workspaces will remain unchanged.