Removing a user from your OFX account is an important step when someone no longer requires access to your business or team account. Only users with the "User Manage" permission can remove other users.

Steps to Remove a User

1. Log into your OFX account using your administrator credentials.

2. Navigate to the Team section from the sidebar menu.

   

3. Find the user you wish to remove using the search bar or by scrolling through the list.

   

4. Identify the user and click on the 3 dots for the identified user.

   

5. Click on the Remove user option.

   

6. The user will be immediately removed from your account and will no longer have access. A message will appear confirming removal.

   

Note: You must have the "User Manage" permission to perform this action. If you do not see the option to remove a user, contact your account administrator.

What happens after removal?

• The user will lose all access to your OFX account and any associated features.

• Any pending approvals or actions assigned to the user may need to be reassigned.

• Your subscription invoice will be adjusted if you are billed per user.

Why is this important?

• Ensures only authorised individuals have access to your account.

• Helps maintain security and compliance.

• Keeps your user list up to date, avoiding unnecessary charges for inactive users.

Related FAQ Articles

• Role of User Manage Permission

• Can I edit other team members' permissions?

• Will my Subscription invoice be adjusted if I add or remove users mid cycle?