How do I add or remove a user?

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:

  • Viewer — can view balances, transactions, and other account information

  • Maker — can prepare or create transactions

  • Approver / Checker — can authorise transactions according to the required controls