Adding Users

Adding Users

You can add users to manage the company account. Users can be people (or companies) who are partners, accountants, or even clients. Anybody with their own account also has access to the main account. Users aren’t directly connected to businesses - they are reliant on the subscription plan of the master account. This is free when you sign up your main business which means for this one-time set-up amount, you can add or take away users whenever you want later on!

       


To add a User: 
      -Go to Settings> User> Add New
      -Enter the prompted information and continue to Set Permissions
            --Here you can Dictate what the user is allowed to do and see > Click purple Save Permissions Button when done 
                                    
      - You will notice the Status of the user will change from Pending to Accepted when the invitation has been accepted.
                  

Users can now log in as themselves into the company they have been invited to.
      



Note if email invitation is not being received:
-please verify email is correct, or search spam folder, before resending
-Constant resending of an invitation will automatically change the login information. A brief pause is advised so that the User is sure the most current email is the most current login. 



If you are a user: view the process for Users instead
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