How do I remove a job role from a user?
To remove a user's job role in online banking for business, first make sure you have :
- The Manage users permission and the associated right to View
- The Manage permissions permission and the associated rights to View, Approve and Edit
- 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
- If required, the self-approved right for each permission. This allows you to approve a task initiated by the user.
To remove a user’s job role :
- Sign in to online banking for business.
- In the left menu under Administration, click Manage access.
- Select the Users and permissions tab, then select the user from whom you want to remove a job role. You can also search for them using their first and last name, or user ID.
- Click Edit permissions, then Manage job roles.
- Select the job role you want to remove and click Remove job role.
- On the confirmation screen, click Remove, then click Save.
- The removal will be pending approval in the Approval log tab. A notification and email will be sent for approval.
Good to know
- A user without an assigned job role cannot perform any tasks and must contact their administrator to access the features associated with an organization's account. However, the user maintains access to their transaction-related permissions.