Individual accounts

Use Individual accounts to manage access to specific accounts owned by your organisation.

View accounts

Go to Administration > Account Access > Individual accounts.

The table shows all the accounts you can manage.

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Only accounts owned by your organisation are shown. Accounts assigned by delegated access are not included.

You can:

• Search by account name
• Filter by currency, account type, or entity

Assign users to accounts

1. In the account access table, use the check boxes to select one or more accounts.
2. Select Add user (bottom right) to view the user list.

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   You can search for users by name or email address.

3. Select one or more users.
4. Select Grant access.
5. Confirm your selection.
   Users gain access to the selected accounts. A confirmation banner appears when the access is granted.

The user list:

• Shows users with no or partial access to the selected accounts
• Displays a Current access column showing how many selected accounts each user can access
• Excludes users who already have full access to all selected accounts

Remove users from accounts

1. Use the check boxes to select one or more accounts.
2. Select Remove user (bottom right) to view the user list.
3. Select users.
4. Select Revoke access.
5. Confirm your selection.
   Users lose access to the selected accounts. A confirmation banner appears when the access is revoked.

The user list:

• Shows users with full or partial access to the selected accounts
• Displays a Current access column showing how many selected accounts each user can access
• Excludes users with no access to the selected accounts