Account settings & security
Invite people, assign roles, and manage entities and sign-in.
Users & roles
- Invite people and choose rolesAdd your team, pick the right role for each person, and manage access.
- Managers, departments and assistantsSet who each person reports to, which department they're in, and who can act for them.
- Create a custom roleBuild a role with exactly the permissions someone needs, like an accountant or an auditor.