How to remove holders' access ?
In the event of an employee leaving the company, you will probably have to delete the accesses opened to a holder account.
Here are the steps to follow to remove access from an account :
1️⃣ Go to the Accounts tab :
2️⃣ Select the account concerned & click on "Manage access" :
3️⃣ Change accesses to NO then save :
⚠️ If an employee leaves, a termination transaction must be recorded in the application. ➡️ How to enter the departure of an employee in Equify ?