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How to manage existing users

Easily manage your user's permissions and access to the account.

Updated over a month ago

How to manage existing users

After a user has joined, you can easily move them around your account and change their roles as needed. All of the user management tools are available through the options button next to each user's name.

  • Transfer Funds: Initiate an instant transfer from one user to another.

  • Change Role: Edit a user's role within the current team.

  • Invite to Team: This option adds the user to a new team in the account. Users do not need to accept this invite, so changes will be reflected in their accounts automatically.

  • Remove from Team: This option removes users from the current team. Since users must belong to at least one team, you may need to add them to a new team before they can be removed.

  • Deactivate: Deactivating users will prevent them from accessing the account altogether. If the user has a balance, funds must be transferred to another user before they can be deactivated.

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