Accounts Portal allows users that are members of the Accounts administrator groups to manage users for their account. By default, the primary contact for an account is a member of the Account administrator group. This article gives information on how an administrator can remove group membership for users in their account.
Log-in in with an administrator account in the Accounts Portal
To remove the group membership for a user:
- Log in to the Accounts Portal.
- Go to Home > Users linked to your account.
- Select the ellipsis that is to the right of the user you want to remove from a group.
- Select Edit.
- Select the Roles tab.
- Select Remove (the minus sign) next to the group that the user is a member of.
- Select Save.
To confirm the changes were made, you can edit the user again and verify the group removal or have the user login to the Accounts Portal and confirm they have the correct privileges.