Granting & revoking permission for an existing team member to manage a linked company

Introduction

If you are a multi-company profile user with permission to manage another linked company (i.e. your own user account is associated with a manager or administrator role and you have been granted permission to manage the company in question), you can grant and revoke permission for other team members to manage the same company.

The steps

Step 1 Switch into the managed company that you want to update and view team members who manage that company.

Have you switched correctly?

Always double-check the company name after a switch to ensure that the switch was made correctly:

Step 2 The next step depends on the action that you wish to take:

I want to grant access

If you want to grant management access for a user, click the enable access button:

I want to revoke access

If you want to revoke management access for a user, click the disable access button and then confirm this action:

Step 3 Save the company profile.