Security and audit
Where. Sidebar › System › Staff, Audit logs, or Email log
Staff accounts live under Staff. Grant the least role needed. Deactivate accounts the day someone leaves.
The audit log records approvals, edits, and every sensitive-data view. Review it when investigating a dispute.
The email log shows every outbound email and its delivery status. Check it before assuming a family did not get the invoice.
Never share login credentials. Every action is attributed to the signed-in account.