To Remove a User:
Click on the Avatar logo at the top right and select My Profile.
Click on the Workspace tab and view the workspace by selecting the vertical ellipse icon "⋮"
Click on the vertical ellipse icon "⋮" and select Remove User.
💡Note: Only an Admin user has access to remove another user. Users with Type of Financial Adviser can only be deactivated and not removed from the workspace.
To Deactivate a User:
Click on the Avatar logo at the top right and select My Profile.
Click on the Workspace tab and view the workspace by selecting the vertical ellipse icon "⋮"
Click on the vertical ellipse icon "⋮" and select Deactivate.
💡Note: Only an Admin user has access to deactivate another user.