AccountEdge

How to secure your company file with passwords and user access controls.

File Security Best Practices

How to back up your company file using AccountEdge's built-in backup utility and how to restore from a backup.

Backing Up and Restoring in AccountEdge

Why you shouldn't store your active company file on Dropbox or other cloud services.

Storing Your AccountEdge Data on Dropbox and Other Cloud Services

How to create user accounts, set passwords, and manage the Administrator account in AccountEdge.

Create Users and Set Passwords

How to set user access levels and restrict permissions for different users in AccountEdge.

User Privileges and Permissions

How to create and extract compressed zip archives of your company file outside of AccountEdge.

Compressed / Zip Archive

How to send your company file to an accountant or colleague, including backup methods and important considerations.

Send Company File to Someone

Backups, copies, sharing, and controlling who can access your file.

Protecting Your Data

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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