Verivest

If you are an account admin and need to remove an admin or manager-level user from your firm's profile, follow the steps below:

Scroll down to Manage team members &amp; permissions

Click the X to the right of that user

Confirm the deletion by clicking delete on the remove user confirmation page

1. Click settings

2. Click on Team &amp; Permissions

3. Scroll down to Manage team members &amp; permissions

4. Locate the user that you need to remove

5. Click the X to the right of that user

6. Confirm the deletion by clicking delete on the remove user confirmation page

If you are unsure about the permissions you currently have, please contact our Support team.

Need help? Contact <a href="mailto:support@verivest.com" target="_blank" rel="nofollow noopener noreferrer">support@verivest.com</a>

This article goes over the process of deleting an admin or manager-level user.

Revoking Team Member's Portal Access

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