Absolutely – yes, you can remove yourself!
And we get it – ending a client relationship can come with a list of lingering admin tasks.
Access removal might not be top of their to-do list, but it’s an important one for you, especially for privacy, liability, and mental clarity.
Fortunately, there’s a straightforward way to handle your own removal from Xero – and you’ve probably already been on the right page without realising it.
Here’s how to officially leave the building:
How to Remove Yourself from a Xero Account
- Log into Xero
- Click the organisation name (top-left menu)
- Select ‘My Xero’ (last item in the menu)
- You should now see a list of all the organisations your user has access to
- Under the ‘Access’ column, you will see a hyperlinked word (e.g., ‘Standard’) that identifies the level of access you have for that organisation – You need to click this word
- A pop-up screen will appear with the red button you have been searching for that reads, ‘Remove my access to this organisation’
💡Note: If you’re using Xero HQ or you’re listed as a practice staff member under a Xero partner account, the option to remove yourself may not appear. In that case, your firm’s Xero admin or the client will need to revoke your access manually.
Don’t Stop There!
A member of our team also pointed out that following the above doesn’t remove your access from Hubdoc (so it probably also doesn’t work for other integrations like Dext).
You can revoke your own access to your client’s Hubdoc by following these steps:
- Open the organisation in Hubdoc
- Click on the cog icon (top right)
- Go to the ‘Users’ tab (top)
- Click the three dots you will see to the right of your user
- Select ‘Revoke Access’ from the menu
- Click the red button ‘Revoke Access’
Time to add both of these to your client offboarding checklist!