To remove a user from your workspace follow these steps:

1) Login as the administrator of your workspace.

2) Click on the three dots in the top right corner of Wealthbox.

3) Go to settings > Workspace > Users

4) Click on the dropdown arrow for the user you would like to remove, then click “Remove access.”

NOTE: If you use multiple workspaces in Wealthbox, you will want to remove the user from each workspace they have access to.

See also: