- Open the Users section from your firm settings or team area.
- Choose whether you are adding an existing user or creating a new one.
- Select the right role before you save.
- Copy the access code and send it only to that user.
- Ask the user to sign in on their own device and enter the access code.
- After they join, review what they can open and edit.
- Repeat the review whenever staff responsibility changes.
Tip: Keep one backup admin user so the owner is not the only person who can manage access.
Important: Do not share one user's login with many people. Give each person their own access.
Separate users are safer than sharing one common login with everyone.
Docs