Because your loan is with your company, more than one person may need to view statements or manage the account, such as a director and a member of your finance team. Keeping that list of people accurate and minimal is an important part of account security.
Give access only where it is needed
- Add only people who genuinely need to use the account for their role.
- Each person should have their own login rather than sharing one set of credentials.
- Avoid using a generic shared mailbox or password that several people know.
Review access regularly
People change roles and leave businesses. Set a regular reminder to check who can still get into your account and remove anyone who no longer needs it. This is especially important after a staff change in your finance function.
When someone leaves
- Remove their access promptly.
- If they knew a shared password, change it.
- Check that no forwarding or notifications are still going to a personal address they control.
If you are not sure how to add or remove a user, or you think someone has access who should not, contact us through a verified channel and we will help you put it right.
See also: Can I give my accountant access to my account?, Keeping your devices secure for business finance, Who can authorise payment changes on my company's account?.