When someone leaves your business or no longer needs access, an administrator should remove them from the account straight away. Keeping your user list current is one of the simplest ways to protect company information.
Removing access
- Sign in and open the Users area in account settings
- Find the person in your user list
- Select Remove or Revoke access
- Confirm; their login stops working immediately
Removing a user does not delete any company records or history. Statements, documents and your loan information stay with the account. You are only withdrawing that individual's ability to sign in.
When to act quickly
- An employee has left the company
- Someone has changed role and no longer needs access
- You suspect a login may have been compromised
If the person leaving is your only administrator, promote another colleague to administrator first, or contact our support team so we can help you keep the account manageable. As the account holder, your company is responsible for keeping the list of authorised users accurate.
Before changing access, it may help to review user roles and permissions. If you are replacing someone, see adding users to your company account; if there is any security concern, read keeping your account secure.
See also: Can I get a copy of my Business Loan Agreement?, Changing the main account administrator, Changing your communication preferences.