How can I remove a user from the portal?

Modified on Tue, 18 Jun at 11:48 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


Only a user with the 'Portal Administrator' role can remove a user from the portal


In the accountant portal, click on Management and then click on Users


The following screen is opened:



To remove a user from the portal, click on the name of the user and then click on the Remove user button behind that user.


The following screen is opened:



Click on the Remove button to actually remove the user from the portal.


TIP!

A portal administrator cannot be removed from the portal. On the contact card of this user, via the 'Extra' tab, the 'Portal administrator' role must be changed to another role, for example 'Portal back office'. A red cross will now appear behind the user in question.


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