---
title: "Old Users Appearing in Staff Onboarding"
description: "Summary"
canonical_url: "https://infotrack-australia.brainfish.ai/articles/old-users-appearing-in-staff-onboarding-I2QcV3iyO7"
md_url: "https://infotrack-australia.brainfish.ai/articles/old-users-appearing-in-staff-onboarding-I2QcV3iyO7.md"
---
# Old Users Appearing in Staff Onboarding

## Summary

When setting up Staff Onboarding in the Compliance Centre, you may notice former staff members — people who have already left your firm — still appearing in the list. This can make it harder to work out who actually needs to be onboarded, and risks actioning the wrong accounts by mistake.

## Why This Is Happening

The Compliance Centre automatically pulls through everyone who has a user account saved in your firm's Settings. It doesn't distinguish between current and former staff — if an account exists, it will appear in the onboarding list.

If a staff member's account wasn't removed from Settings when they left the firm, it will continue to show up here until it is deleted.

## **How to Fix This**

To ensure your accounts are set up correctly and avoid duplicate users, follow these steps for both the InfoTrack and triSearch platforms or integrated Practice Management Software:

### InfoTrack and triSearch platforms

1. Navigate to the gear **Settings** icon in the top-right corner.
2. Select **Users** from the left panel menu.
3. Find and select the affected staff member
4. Click **Delete user**.
5. Click **Delete** to remove their account.

### Integrated Practice Management Software

:::info
For triConvey software users, follow these steps first before proceeding with the instructions below:

1. Go to **File** > **triConvey Settings** > **Integrations** > **triSearch**
2. Review and take a note of the **Logged in as** user name (above the **Authorise** and **Deathorise** buttons), to ensure you do not delete this user at step 5 below.
:::

1. From the AML Compliance Centre in your Practice Management Software, click the **person** icon in the top-right corner.
2. Click **Settings**.
3. Select **Users** from the left panel menu.
4. Find and select the affected staff member
5. Click **Delete user**.
6. Click **Delete** to remove their account.

Once removed, they will no longer appear in the Staff Onboarding section. We recommend doing this whenever a staff member leaves your firm to keep your user list up to date.

## Things to Look Out For

* **Unfamiliar names in the onboarding list** — if you see staff members you don't recognise or who you know have left the firm, their accounts are likely still active in Settings.

* **More users than expected** — if the number of people appearing in Staff Onboarding seems higher than your current headcount, this is a sign there may be old accounts that haven't been cleaned up.

* **Risk of actioning the wrong account** — accidentally completing onboarding steps for a former staff member could affect your compliance records.