The Manage Subscription screen let you control what Business Files and what Users you have in your subscription. You control the specific access that your trusted employees, advisors and investors have to the Business files.
Files
The files list is all the business files you have in your subscription. You can deactivate files you don’t need by sending them into a dormant state by clicking the Pause icon.
Users
Invite and Add users to your subscription so you can grant them access to your business files.
Invited Users
See a list of who has been invited to your subscription and has yet to accept their invite. You can also delete old invites so you can re-invite new users.
Roles
Add and edit the access roles you need for your business files. Control what you users right down to specific reports and screens.
