Step 1: Navigate to the Teams Page
From the left-hand menu, click on Management.
Then select Teams to view your organization’s list of users.
Step 2: Edit a Team Member’s Role
Click the three dots (⋮) next to the team member’s name.
Select Manage User Authorization from the dropdown options.
Choose the desired role from the available options: Cash Manager, Safe Owner, or Bookkeeper.
To learn more about each role and its permissions, visit this link
Step 3: Remove a Team Member
Select Suspend User to remove their access.
Note: Only Admin users can suspend or remove team members.
