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Remove a User from LumaTax

How to remove an accountant user from your firm's LumaTax account.
Written by Valerie Heckman
Updated 4 months ago

LumaTax allows your accounting firm team to collaborate in one central account. Occasionally, you may need to remove a user. Follow the steps below to remove an accountant user from your firm's LumaTax account. 

Steps:

  1. From any page, navigate to Hi, [Name] in the upper right corner, and click Users.
  2. Navigate to the desired user and click Edit
  3. Click the red "Click here to deactivate this user" link. 
  4. When asked, "Are you sure?" click the Confirm Deactivation button to continue.
If needed, you can reactivate a user again in the future. 
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