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Remove a user’s access to an account

This article describes how to remove a user’s access to an account granted through an account, team, collection, or business hub.

Cerby Team avatar
Written by Cerby Team
Updated over a week ago

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, Users, and Guest Users

  • Account Owners

  • Supported using the Cerby web app and mobile app

As an account Owner, you can remove a user directly from the account if their access was granted through the account itself. However, if the access was granted through a team, collection, or business hub, you must be the Owner of those items to remove the user’s access to the account.

To remove a user’s access to an account, you must follow the next steps:

  1. Log in to your Cerby workspace.

  2. Click the corresponding account card. The account details page is displayed with the General tab activated.

  3. Activate the Users tab. The User Overview section is displayed with a table of users who have shared access to the account.

    • If the user has direct access to the account:

      1. Click the More options () icon next to the user’s details. A menu is displayed.

      2. Select the Remove from account option. The Remove access dialog box is displayed.

      3. Click the Remove access button. A success message box is displayed, and the user is removed from the account.

    • Access through other items:

      1. Click the More options () icon next to the user’s details. A menu is displayed.

      2. Click the Go to teams, Go to collections, or Go to business hubs option.

        • If you have the Owner role, the team, collection, or business hub details page is displayed. You can remove the user’s access to the account directly from that page.

        • If you don’t have the Owner role, an error page is displayed.

Now you are done.

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