---
title: How to manage access for trust company users to a client account
description: How to manage access for trust company users to a client account
---

[Skip to content](https://university.wearesequence.ai/en/knowledge/comment-gérer-laccès-des-utilisateurs-dune-fiduciaire-à-un-compte-client-en#main-content)

- [English](https://university.wearesequence.ai/en/knowledge/comment-g%C3%A9rer-lacc%C3%A8s-des-utilisateurs-dune-fiduciaire-%C3%A0-un-compte-client-en)
- [Français](https://university.wearesequence.ai/fr/knowledge/comment-gérer-laccès-des-utilisateurs-dune-fiduciaire-à-un-compte-client)

English

Show submenu for translations

![sequence-1-v-1-1](https://university.wearesequence.ai/hubfs/sequence-1-v-1-1.svg)

Open main navigation

Close main navigation

- - [English](https://university.wearesequence.ai/en/knowledge/comment-g%C3%A9rer-lacc%C3%A8s-des-utilisateurs-dune-fiduciaire-%C3%A0-un-compte-client-en)
    - [Français](https://university.wearesequence.ai/fr/knowledge/comment-gérer-laccès-des-utilisateurs-dune-fiduciaire-à-un-compte-client)

  English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](http://www.wearesequence.ai/en/knowledge?hsLang=en)
2. [Fiduciary account](http://www.wearesequence.ai/en/knowledge/fiduciary-account?hsLang=en)
3. [Client accounts](http://www.wearesequence.ai/en/knowledge/fiduciary-account?hsLang=en#client-accounts)

# How to manage access for trust company users to a client account

## My profile \> Customer accounts and mandates.

To grant or remove your collaborators’ access to a client account, follow these steps:

1. Click on your **profile**.![Accès\_compte\_client\_01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_01.png?width=670&height=334&name=Acc%C3%A8s_compte_client_01.png)
2. Click on **Client Accounts and Mandates**.
   
   ![Accès\_compte\_client\_02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_02.png?width=670&height=334&name=Acc%C3%A8s_compte_client_02.png)
3. Then click on the relevant account.
   
   ![Accès\_compte\_client\_03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_03.png?width=670&height=334&name=Acc%C3%A8s_compte_client_03.png)
4. In the account access section, click on **“Users with access.”**![Accès\_compte\_client\_04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_04.png?width=670&height=334&name=Acc%C3%A8s_compte_client_04.png)
5. Enable the users you want to grant access to the account.![Accès\_compte\_client\_05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_05.png?width=670&height=334&name=Acc%C3%A8s_compte_client_05.png)
6. Click on **“Save changes”** to save your updates.
   
   ![Accès\_compte\_client\_06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_06.png?width=670&height=334&name=Acc%C3%A8s_compte_client_06.png)

To modify access from the Users section :

1. Click on your **profile**.
   
   ![Accès\_compte\_client\_07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_07.png?width=670&height=334&name=Acc%C3%A8s_compte_client_07.png)
2. Click on **User Access**.
   
   ![Accès\_compte\_client\_08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_08.png?width=670&height=334&name=Acc%C3%A8s_compte_client_08.png)
3. Click on the user to whom you want **to grant access to client accounts.**
   
   ![Accès\_compte\_client\_09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_09.png?width=670&height=334&name=Acc%C3%A8s_compte_client_09.png)
4. Click on the list of accessible client accounts.
   
   ![Accès\_compte\_client\_10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_10.png?width=670&height=334&name=Acc%C3%A8s_compte_client_10.png)
5. Select the client accounts **you want to grant access to.**
   
   ![Accès\_compte\_client\_11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_11.png?width=670&height=334&name=Acc%C3%A8s_compte_client_11.png)
6. Click on **“Save changes”** to apply the access updates.
   
   ![Accès\_compte\_client\_12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_12.png?width=670&height=334&name=Acc%C3%A8s_compte_client_12.png)

To remove access to an account :

1. Click on the relevant user.
   
   ![Accès\_compte\_client\_13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_13.png?width=670&height=334&name=Acc%C3%A8s_compte_client_13.png)
2. Deselect the client accounts you want to remove access to.
   
   ![Accès\_compte\_client\_14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_14.png?width=670&height=334&name=Acc%C3%A8s_compte_client_14.png)
3. Or click the **X** next to the account name to remove access.
   
   ![Accès\_compte\_client\_15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_15.png?width=670&height=334&name=Acc%C3%A8s_compte_client_15.png)
4. Then click on **“Save changes”** to confirm the updates.
   
   ![Accès\_compte\_client\_16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_16.png?width=670&height=334&name=Acc%C3%A8s_compte_client_16.png)

To remove access from the Client Accounts section :

1. Click on your **profile**.
   
   ![Accès\_compte\_client\_17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_17.png?width=670&height=334&name=Acc%C3%A8s_compte_client_17.png)
2. Then click on **Client Accounts and Mandates**.
   
   ![Accès\_compte\_client\_18](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_18.png?width=670&height=334&name=Acc%C3%A8s_compte_client_18.png)
3. Click on the relevant account.
   
   ![Accès\_compte\_client\_19](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_19.png?width=670&height=334&name=Acc%C3%A8s_compte_client_19.png)
4. Click the **X** next to the users whose access you want to remove.
   
   ![Accès\_compte\_client\_20](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_20.png?width=670&height=334&name=Acc%C3%A8s_compte_client_20.png)
5. Click on **“Save changes”** to save the changes.
   
   ![Accès\_compte\_client\_21](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Acce%CC%80s_compte_client/Acc%C3%A8s_compte_client_21.png?width=670&height=334&name=Acc%C3%A8s_compte_client_21.png)

You can now easily configure your collaborators’ access to client accounts.  
For more information about client accounts, refer to the article [“How to Create a Client Account.”](https://university.wearesequence.ai/en/knowledge/how-do-i-create-a-customer-account?hsLang=en)

 

- [Getting Started](http://www.wearesequence.ai/en/knowledge/getting-started?hsLang=en)
- [FAQ](http://www.wearesequence.ai/en/knowledge/faq?hsLang=en)
- [Top menu](http://www.wearesequence.ai/en/knowledge/top-menu?hsLang=en)
- [My profile](http://www.wearesequence.ai/en/knowledge/my-profile?hsLang=en)
- [My company](http://www.wearesequence.ai/en/knowledge/my-company?hsLang=en#main-content)

    - [TVA](http://www.wearesequence.ai/en/knowledge/my-company?hsLang=en#tva)
    - [Users](http://www.wearesequence.ai/en/knowledge/my-company?hsLang=en#users)
- [Import box](http://www.wearesequence.ai/en/knowledge/import-box?hsLang=en)
- [My space](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#main-content)

    - [Dashboard](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#dashboard)
    - [Tasks](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#tasks)
    - [Timesheet](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#timesheet)
    - [Expenses](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#expenses)
    - [My absences](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#my-absences)
    - [Salary certificates](http://www.wearesequence.ai/en/knowledge/my-space?hsLang=en#salary-certificates)
- [Projects](http://www.wearesequence.ai/en/knowledge/projects?hsLang=en)
- [Sales](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#main-content)

    - [Customers](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#customers)
    - [Quotes](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#quotes)
    - [Invoices](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#invoices)
    - [Credit notes](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#credit-notes)
    - [Products and services](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#products-and-services)
    - [Payments](http://www.wearesequence.ai/en/knowledge/sales?hsLang=en#payments)
- [Purchases](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#main-content)

    - [Suppliers](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#suppliers)
    - [Quotes](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#quotes)
    - [Invoices](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#invoices)
    - [Credit Notes](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#credit-notes)
    - [Payments](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#payments)
- [Human Resources](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#main-content)

    - [Employees](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#employees)
    - [Employee expenses](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#employee-expenses)
    - [Salaries](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#salaries)
    - [Absences](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#absences)
    - [Enterprise](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#enterprise)
    - [Salary Policy](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#salary-policy)
    - [Swissdec Transmission](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#swissdec-transmission)
    - [Reports](http://www.wearesequence.ai/en/knowledge/human-resources?hsLang=en#reports)
- [Banking](http://www.wearesequence.ai/en/knowledge/banking?hsLang=en#main-content)

    - [Bank accounts](http://www.wearesequence.ai/en/knowledge/banking?hsLang=en#bank-accounts)
    - [Bank imports](http://www.wearesequence.ai/en/knowledge/banking?hsLang=en#bank-imports)
    - [Bank reconciliation](http://www.wearesequence.ai/en/knowledge/banking?hsLang=en#bank-reconciliation)
    - [Payment orders](http://www.wearesequence.ai/en/knowledge/banking?hsLang=en#payment-orders)
- [Accounting](http://www.wearesequence.ai/en/knowledge/accounting?hsLang=en#main-content)

    - [Chart of Accounts](http://www.wearesequence.ai/en/knowledge/accounting?hsLang=en#chart-of-accounts)
    - [General Ledger](http://www.wearesequence.ai/en/knowledge/accounting?hsLang=en#general-ledger)
    - [Accounting period](http://www.wearesequence.ai/en/knowledge/accounting?hsLang=en#accounting-period)
    - [Analytical accounting](http://www.wearesequence.ai/en/knowledge/accounting?hsLang=en#analytical-accounting)
    - [Accounting Control](http://www.wearesequence.ai/en/knowledge/accounting?hsLang=en#accounting-control)
- [Reports](http://www.wearesequence.ai/en/knowledge/reports?hsLang=en)
- [Account management](http://www.wearesequence.ai/en/knowledge/account-management?hsLang=en)
- [Fiduciary account](http://www.wearesequence.ai/en/knowledge/fiduciary-account?hsLang=en#main-content)

    - [Client accounts](http://www.wearesequence.ai/en/knowledge/fiduciary-account?hsLang=en#client-accounts)

[![ Sequence - AI powered ERP](https://university.wearesequence.ai/hubfs/sequence-boton-3.svg " Sequence - AI powered ERP")](https://sequence-erp.com?hsLang=en)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Sequence