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Business · Team members · Team access to currency accounts

Editing a team member's access to a currency account

Add or remove access to a specific currency account

  • Go to Home and select the account
  • Click the 3 dots '(...)' and go to 'Account settings'
  • Choose 'Account access' option and 'Manage'
  • Select or unselect a team member and click 'Update to save changes'

Manage access of a specific team member to currency accounts

  • Go to Team
  • Select the team member
  • On the side panel, choose 'Accounts'
  • You can add or delete access to specific currency account by clicking 'Manage'

Other important information

  • If a team member has a role with the permissions to 'View all accounts', then you won't be able to remove their access to individual accounts directly. To do so, refer to this FAQ
  • To add or remove a team member from a currency account, you'll need to have permission to add, remove, and manage all accounts