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Assigning/Revoking Business Access
Assigning/Revoking Business Access

How to manage business access for a team member.

Kim Rounsefell avatar
Written by Kim Rounsefell
Updated over 3 weeks ago

Assigning and Revoking Business Access for Team Members

As a team owner or assigned administrator, you have the ability to assign and revoke business access for each team member. This is useful for managing team members' access to specific business strategies or clients.

Adding or Removing a Business

To assign or revoke business access for a team member, follow these simple steps:

  • Navigate to Settings > Team

  • Scroll to the Team Members Section

  • Click the row to open a Team Member

  • Scroll to Businesses

  • Click 'Add' to Assign a business, or 'Remove' to revoke access.

Note: It's important to note that changes to business access are immediate.

Team Members with Administrator Access

If a team member has been assigned administrator access, they will have access to all businesses by default. This means that the "Businesses" section will not be visible for these users.

Now that you know how to assign and revoke business access for team members, you can easily manage your team's access to different business strategies and clients. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.

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