What does 'access to all accounts and balances' mean?
View all accounts and their balances permissions
If a team member has permission to 'view all accounts and their balances', they can see all accounts, and you can't restrict access to individual accounts.
Remove access to specific accounts
- Go to 'Team' tab and select the team member
- Click on 'Role' on the side panel and assign the role, which doesn't grant the mentioned permissions
Now, you can edit which accounts this team member can access.
Even if you wish to revoke access to a single account for a team member with the permission to 'view all accounts and their balances', you still need to follow the above steps.
Account's state
Your ability to add or remove team members depends on the state of the account:
- Inactive accounts: you can still add or remove team members from inactive accounts, like any active account
- Locked accounts: you can't add or remove team members from locked accounts
- Closed accounts: all team members, including admins, will lose access to the account