How to manage access for trust company users to a client account

To grant or remove your collaborators’ access to a client account, follow these steps:

1. Click on your profile.

2. Click on Client Accounts and Mandates.

   
   
   

3. Then click on the relevant account.

   
   
   

4. In the account access section, click on “Users with access.”

5. Enable the users you want to grant access to the account.

6. Click on “Save changes” to save your updates.

   
   
   

To modify access from the Users section :

1. Click on your profile.

   

2. Click on User Access.

   
   
   

3. Click on the user to whom you want to grant access to client accounts.

   
   
   

4. Click on the list of accessible client accounts.

   
   
   

5. Select the client accounts you want to grant access to.

   
   
   

6. Click on “Save changes” to apply the access updates.

   
   
   

To remove access to an account :

1. Click on the relevant user.

   

2. Deselect the client accounts you want to remove access to.

   
   
   

3. Or click the X next to the account name to remove access.

   
   
   

4. Then click on “Save changes” to confirm the updates.

   
   
   

To remove access from the Client Accounts section :

1. Click on your profile.

   

2. Then click on Client Accounts and Mandates.

   
   
   

3. Click on the relevant account.

   
   
   

4. Click the X next to the users whose access you want to remove.

   
   
   

5. Click on “Save changes” to save the changes.