Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
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Jennifer Phillips commented
Yes, please make this change.
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Jenn Richard commented
I agree that the PA should have access to remove from the organization. Please make this change ASAP. By not allowing this it causes quite a bit of stale clients showing and clutters up the list. It also creates additional work for us as we have to request to be removed from the potential clients which costs us money due to the time spent on this.
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Erin LeClair commented
This would be so helpful!
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Eric Killian commented
We have prospects who invite us, or clients who leave us who don't remove us and now they are lingering in our client list unnecessarily.
We shouldn't have to ask to be removed, we should be able to remove ourselves.