Skip to the article

Change or remove access

Change the access of a member, change the role of a person, remove a person from the team, and manage the invitations that wait.

Where to find it:accounts.conta.financeTeamUsers

You change what a person can do from the Users tab of the page of your teamA group of people who work on a set of organizations together, such as a finance team or an accounting firm.. Every change reaches the person within 5 minutes, also in an organization they have open.

Before you start

  • You must be the owner or an admin of the team.
  • An admin acts on members only. The owner acts on everyone else in the team.
  • Your own row has no menu. Nobody changes their own access or role.

To open the page of your team from an organization, open the organization menu at the top of the sidebar and select Team and organizations.

Change the access of a member

The access of a member is set organization by organization. An admin has no access to edit: an admin opens every organization of the team with the access of the team. See Roles and access levels.

  1. On the page of your team, open the Users tab.
  2. Open the menu of the person and select Edit access.
  3. Change Default access or New organizations of the team, if necessary.
  4. Under Each organization, select a level in the Access column. The Now column shows the level the person has today.
  5. Select Save access.
The Access window of a member, with the default access, the policy for new organizations and one row for each organization

Each organization can be Default, Read and edit, Read only or No access. Where the team itself has Read only access, Read and edit cannot be picked, and the row says why.

To remove the access of a member to one organization only, set that organization to No access.

When the access goes down

If a change lowers the access of the person, the Lower access? window opens first. It lists each organization where the level goes down, with the level before and after.

  • To apply the change, select Lower access.
  • To go back to the form, close the window.

Make a person an admin or a member

Only the owner of the team changes roles.

  1. In the Users tab, open the menu of the person.
  2. Select Make admin or Make member.
  3. Read the window, then select the same button again to confirm.
  • A new admin opens every organization of the team with the access of the team, and manages its members.
  • A new member stops managing the people of the team. The person then opens each organization with the access set for them as a member. That access can be lower. Check it with Edit access after the change.

Remove a person from the team

  1. In the Users tab, open the menu of the person.
  2. Select Remove from the team.
  3. Select Remove from the team again to confirm.

The person leaves the team and loses access to its organizations within 5 minutes. To come back, the person needs a new invitationAn email link that lets a person join a team, with a role and an access. It works for 7 days.. See Invite a user.

Pending invitations

An invitation that waits shows in Pending invitations, under the list of users. Each invitation expires after 7 days.

  • To send a new link, select Resend. Use it also for an invitation marked Expired.
  • To cancel an invitation, select Revoke, then Revoke invitation. The link in the email stops working at once.

An admin can resend and revoke the invitations of members only.

The access of another team

To change the access of another team instead of a person, see Work with another team.