Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

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 ?