How do I remove a user on the Thrive adviser portal?

Need to remove someone from a client company’s Thrive account? Here’s how to do it in a few simple steps.

From the chosen company’s dashboard, click ‘Users’.
Or open the menu in the top-right, select ‘Company’, then choose ‘Users’.

You’ll see a list of all current company users. Click ‘Manage’ next to the person you’d like to remove.

Important: At least one user must remain on the account, so if they’re the only one listed, add a new user first before removing them.

On the next screen, click ‘Delete User’. The person will get an email confirming they’ve been removed from the company's account.

And that’s it, user removed.

Contact our support team if you have any questions or need a hand with anything.