- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- User Access Permissions
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Auto Bank Rec
- Bot Review
- JE Automation
- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Understanding Botkeeper Platform Permissions
Your Key to Secure and Efficient Operations with Botkeeper
Navigating the intricacies of user permissions can sometimes be a daunting task, especially when dealing with sensitive financial data. But don't worry - we've got you covered. We've recently launched an in-depth guide that explores Botkeeper's platform permissions in detail.
In our new Botkeeper Platform Permissions Guide, you'll find comprehensive information on the various user roles, permission levels, and how to effectively manage these within your organization. Whether you're new to Botkeeper or just want to refine your current permission structure, this guide is designed to help you ensure the right people have the right access, enhancing the security and efficiency of your operations.
Check out the Botkeeper Platform Permissions Guide today and take an important step towards improved data security and operational efficiency. If you have any further questions, remember, our support team is always here to help.