A new user, a job title, and two-factor turned on.
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Everyone on your team can have their own login to CMS, and you decide exactly what each person can see and do. It all lives in Settings, under Users and Access. At the top, a reminder shows how many users haven't turned on two-factor authentication yet. With two-factor on, signing in from a new device takes a one-time code, texted to the user's phone. My account is your own login: your name, your phone, and your password. Verify your phone number first, and then you can turn on two-factor authentication. My devices lists every browser you've signed in from. Approved devices skip the code. Any other device asks for one, so a password alone isn't enough to get in. Below, Application users lists everyone on your team, with their job title, how many roles they have, and whether they can sign in. To add someone, click Add user. Enter their first and last name, and their email address. That's what they'll sign in with. Set a starting password, and type it again to confirm it. Job title fills in a whole set of permissions in one step. Choose Bookkeeper, and you can see what it typically includes: what they can fully manage, what they can edit, and what they can only view. Click Create user. They'll get an email to activate their account. Here's Sarah, with the Bookkeeper title. Click her card to open Edit user. Add her mobile number, and save. Verify texts a one-time code to her phone. Ask her to read it back to you. Once her phone is verified, check Require two-factor authentication. From then on, every new device she signs in from needs a code. Under Access, you can revoke her login at any time, or reset her password. Under Roles and permissions, Show details lists every area of CMS. Each one can be turned on or off, or opened, to allow View, Edit, Add, or Delete separately. Fine-tune any area the same way. Here, under Transactions, we'll change whether she can delete. It saves right away, and her job title is marked Modified, so you can see her roles differ from the preset. Any area she can't view stays closed to her. Its screens simply won't open. Close the window, and her card shows her job title and her roles. Users and Access gives every team member their own login, with just the permissions their job needs, and two-factor authentication to keep your data safe.