Managing who can access your business account, and what they can do, is simple.
User permissions are typically set when you first open your account. However, you can update them at any time by submitting a Change of User Form.
Please note that submitting a new change of user form will automatically update the existing permissions setup. For that reason, it is important to include all current users and the necessary permissions when submitting the form.
We’re here to help you maintain full control over your account while ensuring your data and finances remain fully secure and compliant.
If you have any questions before submitting the form, feel free to contact us via chat, email or phone.
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