Formal letters — a settlement confirmation, a notice, an important account change — should reach the people who need them, which may be more than one director or an outside adviser. You can set who’s copied without handing out control.
How to set it
- In Account > Contacts & notifications, add correspondence recipients.
- Choose who receives copies of formal letters versus routine alerts.
- Confirm each address so mail actually reaches it.
Copies vs control
Being copied on letters doesn’t give someone the power to change the account — that stays with users who hold a role. So you can keep your co-director or accountant informed of the formal stuff while authority stays exactly where you want it. For anything that needs action, make sure at least one recipient is also an authorised user who can respond.
Whenever a change touches money, access or your company’s data, we verify the request is genuinely from an authorised person before we act. We will never ask you to confirm full security details by email or phone to release information or push through a change — if a message pressures you to do that, treat it as suspicious and contact us to check.
See also: How to add a backup contact, Managing your notification preferences, How to get a settlement confirmation letter.