• Selecting the right profiles or roles for your team

  Different team members have different responsibilities, so you can choose what things they can do in Easy Month End by setting their Role. There are three roles: Role Types Admin: Users with this profile will be able to change anything within your account. This includes setting your monthly Word Days, adding new companies, adding and removing new team members, setting areas, and editing tasks. Member: Users with this profile can only create and sign off tasks (Members can still sign oFew readers

• Adding or Removing a Team Member

  Whether your team is expanding, or you have a contractor in to help out, we have you covered. All your teams information can be found under Settings Team. Adding a new team member To add a new team member simply click the Invite team member button. You will just need their email and what role they should be assigned.Few readers

• Email notifications

  Easy Month End uses email notifications to ensure that you have not missed anything important. To see what Easy Month End will send you notifications for, along with in-browser notifications, refer to the notifications article. Any notifications note read directly in Easy Month End will be emailed to you the next day. All notifications can be read in the notificatFew readers

• Add Auditors to Your Workspace

  You can add your auditors directly to your Easy Month End workspace. Hopefully it will mean fewer questions for you and the team. Navigate to Settings --Audit and select Invite auditor When adding your auditors you will need to select when their access will be automatically revoked YFew readers

• Notifications

  Easy Month End uses 'in browser' notifications to help you and your team have the most efficient month end close. Enabling these notifications is the easiest way to stay up to date with what is happening. To enable the in browser notifications Select the 'notification icon' at the top right of the screen Select 'Enable notifications' You will receive a notification whenever You are menFew readers

• Two Factor Authentication

  If you require Two Factor Authentication (2FA) for additional security purposes, you can link your Easy Month End account to your Xero account and require your team to log in via Xero and their Two Factor Authentication. Your account must first be linked to Xero ( refer to our Xero connection article (https://help.easymonthend.com/en/article/connect-easy-month-end-to-xeFew readers

• Changing a Team Member's Role

  To check or change the Role that is currently allocated to each member of the team, go to Settings Team Select the team member whose role you wish to change Select the edit icon (three dots), and then "Change role" Select the role you want the team member to have (https://storFew readers