Please note that this article only applies to business accounts.
Business Admins can edit any users on the account regardless if they are owners / signers or not.
Only permissions, limits, ad accounts users have access to can be edited. If you need to edit an email address or phone number of an existing sub-user, you need to deactivate them, add them with the new email address and phone number and resend then invite.
In your Dashboard, navigate to the Manage Users tab. (If you do not see the Manage Users tab and you are a Business Owner Admin, please reach out to the Panacea Business Services team at consiergedesk@panaceafinancial.com.)
Hover over and click on the user you want to Edit.
You can edit the permissions, limits, or accounts and click Save. Click Cancel to close without saving.
To edit permissions you can choose from three roles:
Business Admin Role: all access + Manage Users
Business User Role: all access except Manage User.
Business View Only: view only access (no transfers or payments).
To select which accounts the user has access to, toggle "All Accounts" off and choose applicable accounts individually. Leaving this option on will give the user access to all the accounts.