User accounts control who can log in to your accounting system and what they can do once logged in.
Account Information
The form contains the following fields for setting up user accounts:
Security Considerations
When creating user accounts, follow these best practices:
- Use strong, unique passwords for each user
- Enable multi-factor authentication for sensitive accounts
- Regularly review and update user permissions
- Remove access for users who no longer need it
User Types
Choose the appropriate user type based on the access level required:
Administrator users have full system access and can manage all businesses and settings.
Restricted users can only access specific businesses assigned to them, making this ideal for accountants or staff who work with limited clients.