Yes, you can edit other team members’ permissions if you have the User Manage permission on the OFX platform.

Prerequisites:

• You must have the User Manage permission enabled on your profile.

• You can only grant permissions that you already have. You cannot assign higher-level access than your own.

Next Steps:

To edit another team member’s permissions, follow these steps:

1. Log into your OFX account using your administrator credentials.

2. Navigate to the Team section: On the sidebar menu, select Team.

   

3. Find the user: Use the search bar to locate the team member whose permissions you want to edit.

   

4. Edit permissions: Click the tick boxes to add or remove specific permissions for the user. You can assign a pre-configured role (such as Employee, Approver, Viewer, etc.) or create a custom role by selecting only the permissions you want the user to have.

   

5. Save changes: Click Save to apply the updated permissions.

   

After saving, the user’s permissions will be updated immediately. A confirmation message will appear. We recommend reviewing the updated permissions to ensure they match your intended changes.

Why is this important:

Editing team member permissions is essential for maintaining security, compliance, and operational efficiency. By assigning only the necessary permissions, you reduce the risk of unauthorised access to sensitive information and ensure that each team member can perform their duties effectively. This flexibility also allows you to adapt user access as your business needs evolve.

Related FAQ Articles:

• Can user roles be customised?

• Role of User Manage Permission

• What permissions need to be applied for a user to view recipients?