How to update users and permissions on your Moneybase business account

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 this form will replace all existing permissions. For that reason, it’s important to include all users and specify the exact level of access required for each person, including those whose details are not changing.

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.