Help Guide / Agency Guide / Part 1. Agency staff

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.

Still stuck? Email support@cubbypro.com or call (844) 679-1062.