How to Terminate a User or Agent in MoxiBalance

Follow the steps below to deactivate or terminate an agent account in MoxiBalance.  This will remove the agent from monthly billing after they have left your brokerage while keeping all their information up to date and accurate for month and year-end billing as well as tax information.

Quick Reference Steps

This guide is for those who know what they need already and are looking for a quick reference for each step.

1. Search for an agent using the Agent Menu
2. Select an agent from the grid
3. Select Manage Roles from the Membership panel
4. Select the plus icon (+) under Actions next to the role you are terminating
5. Select Terminate from the drop-down menu
6. Chose the correct termination date for the user
7. Select Terminate

Terminating User/Agent

Find the user you want to terminate by making sure you are on the Agents Menu

1. Search for the user you want to terminate
   
2. Select the user from the grid
   
3. Open the Membership Panel on the left side of the screen and select Manage Roles
   
   
4. Select the (+) plus icon under the Actions menu next to the role you want to terminate
   
5. Select Terminate
   

Enter the accurate termination date of the agent and any comments, then select Terminate