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How to bulk add or remove a team mate from accounts

Written by Connor Bearse
Updated this week

If you are an owner or admin, you can quickly add or remove a team member across multiple accounts at once.

Step 1: Open the team member

Go to Team and click on the team member you want to manage.

Step 2: View assigned accounts

Scroll down to the Assigned Accounts section.

Here you’ll see all accounts the team member currently has access to.

Step 3: Remove from accounts

  • Select the checkboxes next to the accounts you want to remove them from

  • Apply the bulk action to remove access

Step 4: Add to new accounts

  • Click Add to Account (top right of the Assigned Accounts section)

  • Select one or more accounts the team member is not currently assigned to

  • Click Save

Notes

  • Bulk actions allow you to update access across multiple accounts at once

  • Changes apply immediately after saving

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