Team, clients and security
Users, permissions, two-factor sign-in and how we protect data
- Briefcase Infosec
- Can I invite users as a client of an accounting firm?
- Do clients need a Briefcase account to send documents?
- How Briefcase protects your information
- How do I manage two-factor authentication (2FA) in Briefcase?
- How do I manage user permissions in Briefcase?
- How to add users to Briefcase: invite team members and clients
- What user types exist within Briefcase?
Still need help?
Email the support team with what you were trying to do and we'll get back to you.