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 and Edit (if you need to approve the removal of a job role, make sure you also have 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
• Self-approve rights for each permission, if required
   

To remove a user’s job role :

1. Sign in to online banking for business.
2. In the left menu under Administration, click Manage access.
3. 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.
4. Click Edit permissions, then Manage job roles.
5. Select the job role you want to remove and click Remove job role.
6. On the confirmation screen, click Remove, then click Save.

To access the list of users to whom a job role is assigned

1. From the main menu of online banking, in the Administration section, click Manage access.
2. Select the Job roles 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

• Approvers must approve job role removals. They’ll be notified that an action is required on their part.
• 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.