Managing User Access and Permissions

Only Account Owners can modify user permissions and remove users from your company account.

Change User Permissions or Remove Users

1. Click Company from the main menu

2. Select Settings from the dropdown

3. Click User access in the top menu

4. Find the user you want to modify:

   • To change permissions: Click the pencil icon, select a new role, and click Update

   • To delete the user: Click the trash icon to remove them from your account entirely

     

   Note: If you can't delete a user because they're set as an approver, go to Incentive plans → Exercise requests and open the Settings to modify the approvers first.

Permission levels available:

• View only - Can view the share registry but can't make changes

• Edit - Can modify the share registry and manage documents

• Admin - Full edit access plus payment settings

• Account Owner - Complete control including user management