How do I revoke a user's access?

This article explains how to revoke a user's access to ExpensePlus, by deactivating the user.

You can revoke user access by clicking the 'deactivate' button next to the user's name in the User Settings screen.

If the 'X' button for the user you want to deactivate is greyed out - hover over the icon to find out the reason why you can't deactivate the user.

Common reasons include:

• The user is a budget approver of one or more categories in either the current or previous financial years. To resolve this, use the 'Replace Approver' button at the top of the category settings screen to bulk update any categories this user is the approver of, and assign these to someone else.
• The user is the system administrator - to resolve this, make another user the system administrator first.

To help you better understand how to customise ExpensePlus, please watch the module overview video here.