To give a user access, click the person icon on the right side of their name. This allows you to assign roles and grant access to specific accounts for viewing.
- Enter the user's email address.
- Create a temp password.
- Select a role (refer to the Role Guide for details).
- Choose the accounts this user should have access to for viewing Account Statements and Account Activity Reports.
Your individuals screen will show all uses that have access and what role is assigned to them. If the role is Green the user is current, if it is Red the user is expired.
To remove a user's login you can click Remove Login so they no longer have access into MYPTEZ.