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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.

  1. Open Setup › Users & roles and open the access report.
  2. For each security group, check the members. Remove anyone who has left or changed role.
  3. Check each group's grants. Remove anything nobody in the group needs.
  4. 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.
  5. 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.
Dashboard tiles: occupancy, rent collected, delinquent balance, open work orders, net operating income and days to lease.
The screen this lesson works in, from the StrivBridge sample company.
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