Need a hand?

If you downgrade to a Basic plan, team members who have been assigned access only to specific accounts will lose access to all accounts they previously had access to.

You’ll need to give these team members access to 'view and access all accounts and balances' via the 'Team' section in-app. Otherwise, they won't be able to access or view any account.

If you re-upgrade to a Grow, Scale or Enterprise plan, team members' previous access to specific accounts will be restored. Use this link to change your plan.