Users and access

Invite colleagues into the correct organization and assign access appropriate to their work. A user’s profile and their organization access are separate settings.

Open user settings, invite the user by email and choose the available role or permissions. Confirm that they can reach the intended organization and perform their assigned tasks.

Review access when responsibilities change or a colleague leaves. Keep accounting configuration and period management with the people responsible for them. When an action is unavailable, check the organization and permissions first.

For accounting reviews, see Access and audit trail.