You’ve probably already found the screen where you need to make this happen, though it’s not you – they haven’t made it obvious!
Here’s what you need to do:
- 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’) which 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 search for that reads ‘Remove my access to this organisation’
A member of the Thought Penny team also pointed out that following the above doesn’t remove your access from Hubdoc (so probably also doesn’t 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 this to your client offboarding checklist!