Administration & security
Employees, roles and PIN
Accounts, invitations, roles and the second factor.
Accounts
Employees: create an account or send an invitation. Deactivating an account cuts access immediately; documents and history stay with the company.
Roles
Roles and access lists what each role can do (read documents, import, manage file servers, see the audit…). Give each person the smallest role that lets them work.
PIN after the password
In Settings, « Require a PIN at sign-in » adds a 4- or 6-digit code after the password. Each employee chooses it at their next sign-in and can reset it by email. Repeated wrong PINs lock the account temporarily.