Remove a user from a bank account

Remove a user from a bank account

An authorized bank user can remove another user from bank access in BILL. This is useful for when an employee leaves the company or when a change in duties removes their need to access the bank account.

1. Select Settings.
2. We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. Please follow the steps that match what your Settings page looks like.
   
   Select Bank Accounts under Your Company if your Settings page looks like this:
   
   Select Bank Accounts under Bank & Payment Accounts if your Settings page looks like this:
   
3. Select the bank account number.
4. Hover over Details and choose Authorized Users.
5. Select Details under Authorization Status for the user you want to remove.
6. Select Remove Access.
7. Select Yes to confirm.

Important notes about removing a user from a bank account:

• Steps 1–7 won’t delete the user from your BILL account.
• Steps 1–7 will prevent the user from being able to use the bank accounts you removed them from, but they’ll still be able to log into the BILL account.
• If you want to remove a user from several bank accounts, you’ll have to repeat these steps for each account. If you’re not seeing the option to remove a user, and aren’t prompted to follow steps 1–7, that means you’re not an authorized user on that same account you’re trying to change. Instead, you’ll have to reach out to a user who's verified on that bank account to add or remove other users.
• Users can't remove themselves from a bank account. Other bank users must complete these steps to remove themselves.
• If the only person with access to a bank account on BILL is no longer with the company, contact BILL Support by selecting Contact Us at the top of this page. After completing an account verification process, you can inactivate the bank account and a current user can then add the bank account again.