Helpful Hints

• Match user roles to responsibilities: Assign user roles that align with their specific tasks. For example, an assistant responsible for bill payments might only need "Payments" access, while your accountant might require full access for reconciliation.
  

• Leverage permissions for security: Don't grant full access unless necessary. Utilize granular permissions to safeguard sensitive financial data.
  

• Clear communication is key: Clearly communicate user permissions and expectations to your team. This fosters trust and ensures everyone understands their role in managing your business finances.