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Knowledge Base Configuration & Settings

Introduction to Access Control

Every person who signs in to your business uses a teammate account. Each account starts with no access, and you decide what they can do across four separate areas. The four areas cover which apps they can sign in to, which data they can view, which actions they can take, and whether they can change admin settings. Setting these up correctly means each staff member only sees and does what their role needs. This article explains what each area is for and the rules that apply to all of them.

Configuration & Settings Last reviewed 2026-04-29
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Related

  • Introduction to Recurring Scheduler
  • Setting Up a Recurring Schedule
  • What is Data Fields
  • Configure Data Fields
  • Creating and Configuring a Company

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