Help · Add-ons and settings

Roles, security and two-step verification

Before you start

  • For two-step verification: an authenticator app on your phone, such as Google Authenticator or Authy.

Steps

  1. To see what a role allows, click Settings > Roles, then View on a role.

    The Roles page listing built-in roles such as Accountant, Branch Manager and Cashier with their number of permissions
    1. New role
    2. Built-in roles
    3. View
    Demo data

    You should see: Its permissions, in groups.

  2. To make your own role, click New role, name it, tick the permissions and click Save.

  3. To give a role to a person, see Add your team.

  4. To require a phone code, click Settings > General and open the Security tab. Under Two-step verification required for, choose Nobody, People with powerful roles (admins, finance, payroll) or Everyone. Click Save.

  5. To protect your own account, click your name at the top right, choose My account, find Two-step verification and click Set up.

  6. Scan the picture with your authenticator app, or type the key shown. Type the 6-digit code and click Turn on.

  7. Save your backup codes, then click I have saved my backup codes.

    You should see: From now on, signing in asks for your password and then a 6-digit code.

    Each backup code works once. They are shown only now.

  8. On My account you can also click Change password and see Where you are signed in.

If something goes wrong

I lost my phone

Click Use a backup code instead on the code screen. With no backup code, an administrator can click Reset two-step verification in your row under Settings > Users.

Sign-in is paused after wrong passwords

Wait a few minutes, then try again or click Forgot password?.

A person can do too much

Give them a narrower role under Settings > Users, limited to one branch.

Still stuck? See Fix common problems.

Next steps