How do I remove an account group from a user?

To remove an account group from a user in online banking for business, make sure you have :
 

• The Manage users permission and the associated right to View
  
• The Manage permissions permission and the associated rights to View and Edit (If you need to approve the removal of an account group, you also need the Approve and Self-Approve rights)
  
• The Manage legal entities permission and the associated right to View
  
• The Manage account groups permission and the associated right to View
  
• The Manage job roles permission and the associated right to View
  
• The Manage self-approved permissions permission and the associated right to View
  

To remove an account group from a user :

Keep in mind: If you are part of a business group, you must select the right context before making changes to an account. For more information, read our guide on choosing the right context for a business group while navigating from one entity to another.

1. Sign in to online banking for business. 
   
2. In the left menu under Administration, click Manage access.
   
3. Select the user you want to remove from the account group. You can also search for them using their first or last name or their user code.
   
4. Click Edit permissions, then click Manage job roles.
   
5. Select the tab for the job role you want to remove from the account group.
   
6. At the bottom of the screen, click the red circle (Remove account group) next to the account group you want to remove.
   
7. Click Remove.
   
8. Click Save.
   
9. Removing an account group requires one or more approvals. Approvers will receive a notification alerting them to approve the removal of the account group.
    

To access the list of users to whom an account group is assigned

1. From the main menu of online banking, in the Administration section, click Manage access.
2. Select the Account groups tab.
3. Click the pen icon next to the group you want to review.
4. In the yellow banner, click Review list of affected users.

Good to know

• An account group is a grouping of one or more accounts (bank account, credit card, etc.) which defines the accounts associated with a job role.
• The Self-approve right allows a user to approve a task that they initiated.