Skip to Content
Admin and AccessAdmin and access

Admin and access

This section helps admins and support-facing users explain who can see what in Parsepoint. Use it to manage members, security settings, organization profile, billing access, document sources, and Utility Manager preferences.

Use this section

Start with roles when a user cannot see a page. Use security settings for sign-in, SSO, two-factor authentication, audit, and notifications. Use organization and utility settings for branding, profile, unit, currency, and reporting preferences.