5 GUIDES
Team & permissions
Invite staff, assign access and work across PCs.
Add a staff member to your companyGive each person their own sign-in and appropriate access.Complete your first staff sign-inVerify your email and replace the temporary password before opening the company.Create a role and assign staff permissionsControl which modules and actions a staff member can use.Work with the same company on two PCsUse separate staff identities and Team Mode for shared company records.End a user’s sessions on other PCsRequire a company user to sign in again after a device reset.
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