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How can I edit a team member’s access to multiple currency accounts in one go?

You can do so by updating account access on a team member’s profile. Follow these steps:

  • Go to the Team tab → select a team member
  • Click ‘Accounts’ → ‘Manage’
  • Toggle on/off access to specific accounts → click ‘Update’ to save the changes

To add or remove a currency account for a team member, you’ll need to have permission to ‘add, remove and manage all accounts, including team member access’ as well as to ‘view all team members on your account and their permissions.’ Only account owners and team members with permission to ‘add, manage, or remove team members’ can edit team permissions in the Team section.