A company account has more people, more payments, and more at stake. A few habits, plus the tools already in the dashboard, will take you a long way.
Here's how
Give each person their own sign-in. Invite them in Settings, then Team. Don't share the admin password. If someone leaves, remove them the same day, then have a quick look at Activity and saved contacts.
Turn on two-factor authentication for every person who can sign in. It's in Settings, then Security. Use an authenticator app if you can, and keep backup codes somewhere safe. See How to turn on two-factor authentication.
Set a PIN, and keep it private. You may be asked for it when you send or convert money, including on the web dashboard. Set or change it in Settings, then Security, then PIN. We'll never ask you for it.
Use Face ID or a fingerprint in the official app if you want to, in Settings, then Security.
Set approvals in Settings, then Approvals, so a second person confirms payouts. Give people the least access they need.
Check Activity and audit logs now and then, and keep notifications on for payments and sign-ins.
A few more habits that help
Confirm a supplier's "new" bank details on a channel you already use, not only on the email that asked you to switch.
Watch for anyone who asks you to receive money and pass it on.
Only use https://calen.finance, https://app.calen.finance, and the official app from the App Store or Google Play.
Keep phones, computers and the Calen app up to date, and don't install software that lets someone else control a screen just because a caller asked you to.
Good to know: If something looks off, follow What to do if you think your account has been compromised, and tell an admin.
Quick tip: Do 2FA, a PIN, and approvals today, even if you're still setting the rest of the account up.
