To add a new user, you would need to provide the relevant details, including the user’s name, email, role, and authority level. To remove a user or revoke access, a written request from an authorised signatory is required. The draft FAQ notes that these changes are typically processed within 1–2 business days.
The internal FAQ material describes three common roles:
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Viewer — can view balances, transactions, and other account information
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Maker — can prepare or create transactions
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Approver / Checker — can authorise transactions according to the required controls