Other questions

You can do this by adjusting user roles and permissions, and ensure you've signed in as the Primary Admin or Company Admin.

Here's how:

1. Click the Company menu and select Users.
2. Enter your Admin Password, then click OK.
3. Choose Set Up Users and Roles, select the user you want to modify, then update their role.
4. In the role settings, look for the permissions related to Lists, Memorized Transactions, or Reminders, and make the necessary adjustments.
5. Once done, click Save.

Please leave us a response if you have other questions or concerns.