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Open Settings from the entity you want to manage. Use the entity dropdown in the sidebar to switch to a different entity before making a change. An entity is the legal business that holds your Lemma bank accounts, cards, transactions, and team membership. An entity can be a professional corporation, medical practice, or management company. One entity can have multiple bank accounts, cards, transactions, and team members.

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Access at a glance

If you can’t see something in a settings page, you might not have permission to access it. Your role controls what you can see. Owners only Owner-only controls include entity address, NPI, EIN reveal, controllers and beneficial owners, user management, integrations, and more. Accounting and owners Accounting members and owners can manage custom transaction categories but not most of the core entity settings.

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Settings pages

Profile

View business information, edit the entity address, manage NPI and beneficial-owner information, and update your personal notification, email, and password settings.

Users

Invite colleagues to your team and control their account access.

Security

Configure multi-factor authentication for your Lemma login.

Fees

Choose the account Lemma uses for monthly fees and review fee invoices.

Integrations

Connect enabled EHR, remittance, banking, and accounting integrations.

Share documents with Lemma

Securely upload documents to share with Lemma.

Transaction categories

Create, rename, and archive custom transaction categories.