Before concluding the period of staff membership, please check the CDD register to see if the staff member is assigned to any unverified transactions.
If this is the case, ensure a new user is added to such transaction(s) before the staff member’s period is concluded.
Open the staff memberships window either directly after creation of a staff membership, or by clicking on the person icon next to their name within 'User Management'.
Click on the ‘edit’ icon displayed in the following window:
Enter the end date of the staff membership for the particular user and click ‘Update’.
Underneath the ‘Staff Member’ tab adjacent to the user’s name, it will now say ‘Ended’ with a subsequent end date.
If the user has left the firm entirely and needs to be removed as a user, click on the "Trash" icon, found under the ‘Actions’ field adjacent to the user’s name.