How do I grant or remove statement access to a spouse or dependent member?

1. Access the member roster
   • if your site does not include the roster for members to access, click on the 'View Member Statements/ Admin Statement Access' button.
2. Search for the primary account holder's name and then click on their name
3. Click on the pencil  icon to edit their profile
   • 
4. Scroll down to the Relatives section
   • check Allow statement access to allow the family member to view statements
   • uncheck Allow statement access to remove their access to view statements
5. Scroll to top or bottom of page and click Save

If your club has the Roster module for members to access, the primary member can grant or remove access to spouse or dependent members themselves. 

1. Members can go to the Roster module
2. Click on the pencil  icon beside their name to edit their profile
   • ​​​
3. Scroll down to the Relatives section
   • check Allow Statement access to allow the family member to view statements
   • uncheck Allow Statement access to remove their access to view statements
4. Scroll to top or bottom of page and click Save