Accounts
      Back to home
      1. Help Center
      2. Accounts

      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 :

      Capture d’écran 2023-01-23 à 16.25.30

      2️⃣ Select the account concerned & click on "Manage access" :

      Capture d’écran 2023-01-23 à 16.25.50

      3️⃣ Change accesses to NO then save :

      Capture d’écran 2023-01-23 à 16.33.55

      ⚠️ If an employee leaves, a termination transaction must be recorded in the application. ➡️ How to enter the departure of an employee in Equify ?