Before you begin
Review application access and external-provider access together.
Recommended workflow
Disable the account using the installed controls, reassign open work and review shared documents and provider credentials.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not delete operational history simply because a person’s access is being removed.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team