For easy User management, a Console User can be deactivated from the console and all client accounts at the same time.
Deactivate a Console User and mass remove from all Clients
- Log into Bill.com
- Select Manage Console
- Hover over the gear icon and select My Staff
- Select the User's name you'd like to deactivate
- Select Deactivate in Console and all Client Accounts
- Select Ok to confirm
Things to know
- If the User is the only bank authorized user on any of the client accounts, use of the bank account(s) will be removed
- Ensure that another Console User is a user on all client accounts
- Deactivation in all accounts may take a few minutes to complete
- This action can't be automatically undone
- If a user needs to be reactivated, an Administrator can reactivate the User by editing the Client Access
- Mass delete will only inactivate the user on accounts that are linked to the Console
- The trash can icon will only inactivate/re-activate the user locally
- The Audit trail of the user will show the user was inactivated by System