People and security

Start here: Understand roles and permissions

See how access types, roles, and individual permission overrides work together.

Open →

People and permissions

• Invite someone
• Change or remove a team member
• Create or change a custom role
• Review the activity log
• Review separation of duties

Work with an accounting firm

• Connect an accounting firm
• Remove an accounting firm
• Set up and use a firm workspace
• Join and manage a firm team
• Pay client subscriptions through a firm

Protect your account

• Set up two-step verification
• Save and use recovery codes
• Review sessions and login history
• Change or reset your password