Lesson 1 of 4 · 5 min
Quarterly access reviews
Check that every person's access still matches their job.
People change jobs, properties change hands, and access drifts. A short quarterly review keeps it honest.
- Open Setup › Users & roles and open the access report.
- For each security group, check the members. Remove anyone who has left or changed role.
- Check each group's grants. Remove anything nobody in the group needs.
- Check property scope. Groups scoped to a property group follow that group automatically; groups scoped to individual properties need updating when you add or sell buildings.
- Open Setup › Team & assignments and confirm every property has the right people and every person has the right manager.
- Require an authenticator app for everyone under Setup › Security.
- Keep the number of people who can post journal entries, close periods or change the chart of accounts small.

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