Disconnect a client from an organisation

As a professional advisor you can remove and disconnect an active client from Auderli by going to your Active client listing, opening the options menu on a client and choosing 'Disconnect from client'.

You will be asked to confirm. Once disconnected, your company will no longer be able to see their account. The client will remain on Auderli Essential plan until their subscription renewal.

After disconnecting you may re-invite a client to establish the connection again.

Clients can also remove a connection with a professional at any time.

Once disconnected, the company will no longer be able to see their account. The client will remain on Auderli Essential plan until their subscription renewal.