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) Under “Users & Groups”, click “Manage Users.”
5) Click on the dropdown arrow for the user you would like to remove, then click “Remove access.”
NOTE: If you have the “Enterprise Management” feature, you will want to remove the user from each workspace they have access to.
See also: