Maintaining your User access is a fundamental task to ensure the privacy and security of your financial data is preserved. This task includes:

• Making sure your Users have the correct User Role and Access level assigned
• Remove any Users from the Organisation that no longer work for the Business
  Note: Users who have the Payroll employee and/or Expenses (Submitter) User Roles assigned, do not constitute a security risk, as their access is limited to view and edit their personal details, view and download their Payslips and submit expenses. This User access should not be removed until the End of the Financial Year where their employment ceased. 
  
  

Remove a User from a Xero Organisation

Removing a User from a Xero Organisation will not delete their Xero User Account or remove the Audit Trail in the Xero Organisation where the User has been removed. The (removed) User can still access their Xero account, change their email access (if required) and use the Xero account to access other Xero Organisations.

The only User that cannot be removed from the Organisation is the Subscriber (in this case the Xero Subscription must first be transferred to another User before this User can be removed)

1. From the Organisation Menu go to Settings > Users
   
   è  The Users screen
   
   
   
   
2. Click on the ellipses icon next to the User you want to remove and select [Remove Access]
   
   è  A confirmation message appears
   
   
   
   
3. Ensure this is the correct User you want to remove and click on [Remove user]
   
   è  The User is removed from the Organisation
   Note:The removed User will not receive any notifications from Xero about their access being removed from the Organisation