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How do I remove access to some accounts for a team member that has permission to 'view all accounts and their balances'?

If the team member has permission to 'view all accounts and their balances,' they can see all accounts and you won’t be able to remove access to individual accounts for them. If you want to remove some accounts:

  • Go to the Team section in-app
  • Remove their permission to 'view all accounts and their balances' – this removes access to all accounts for the team member
  • Add them to all the accounts you want to give them access to

Even if you want to remove access to a single account for a team member that has permission to 'view all accounts and their balances,' you’ll need to follow the above steps.