Enrollment Updates
To add new users or bank accounts to your company that are not currently available for linking in the Bank Connect dashboard, you must request an enrollment update. Similarly, to permanently remove users or accounts, request an enrollment update. (You can make temporary changes via linking, see below.)
To request an enrollment update to your company's users, accounts, or entitlements, contact your Treasury Management team or email support@koxa.io.
Linking Updates
You may link or unlink enrolled users and accounts at any time to connect or disconnect the user or the account using the same process described in Link Users & Accounts. There are a number of reasons you might not connect all users or accounts when you first activate your company, and why you might unlink users or accounts.
For example:
- During first activation, you may choose to only link some users and accounts to test in a controlled fashion or to roll-out connectivity to different subsidiaries over time.
- If a user goes on temporary leave, you might unlink them to remove their connectivity without requiring an enrollment update. Or, if a user leaves the company, you may unlink them while waiting for your enrollment update to take effect.
As a reminder, unlinked users will not be able to take action in Bank Connect and they will lose SSO functionality.
Unlinked accounts will not be available for payments or statement import.