title | slug | weight | description | date |
---|---|---|---|---|
Managing Document Account Owners |
managing-document-account-owners |
4.0 |
Add and remove Document account owners |
2022-01-24 23:39:47 -0800 |
The member who creates the account is assigned as the owner by default. However, Document accounts are designed to support multiple owners. This feature is helpful when a team is responsible for managing account access or when there is member turnover. Adding and removing owners is similar to adding and removing access permissions.
- Go to
Document > Management Accounts
in PlaidCloud - Select the owners icon in the Manage Accounts list
- Drag new owners from the
Unassigned Members
column on the left to theAssigned Members
column on the right - To remove owners, do the opposite
- Select the Save button
Because only owners have the ability to view and edit an account, account administration is set up with two levels:
- The member needs security access to view and manage accounts in general, and
- The member must be an owner of the account to view, manage, and change settings of accounts
{{< note >}} The list of accounts to manage will show a member only the accounts to which they are assigned as an account owner {{< /note >}}