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How do I remove staff membership from a user?
How do I remove staff membership from a user?
Jessica avatar
Written by Jessica
Updated over a week ago

Removing the staff membership title from a user should be done only if, for example, the user was added as a staff member by mistake. If this is not the case, users should have their staff membership period concluded.

Before removing the 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 is removed.

Please note: this does not remove the user from a branch, it removes the title of 'staff'.

  1. Open the staff memberships window either directly after creation of a staff membership, or by clicking on the person icon within 'User Management'.

  2. Click on the bin icon displayed in the following window:

  3. Click ‘Delete’.

  4. Navigate to your CDD register either by clicking on the CDD register tile or on the CDD register section in the left-hand menu bar.

  5. The following window will appear to indicate the removal of the staff membership from the user:

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