How to add a user and assign permissions?
To add a new user to the system, please follow these steps:
Step 1. Click on the 'User' button in the screen's bottom left corner.
Step 2. Select the '+Add New' button to invite and add a new user.
Step 3. Click on the three dots next to the user's name and choose the 'Permissions' option.
Step 4. Adjust the user's permissions as needed and then click on the 'Save permissions' button to save your changes.
Related Articles
How to add a payee?
Step 1: Go to Payees. Step 2: Click on +Add. Step 3: Enter your payee details and click on Save.
How to add a bank account manually?
Log in to Online Check Writer and navigate to Bank Accounts. Click the + New button and select Add Manually. Add your banking information by filling in the Business Details. Click on the Next button. Fill in your Account Details, including check ...
How to add a bank account?
There are three ways to add a bank account. Method 1: Add an existing bank account manually. Log in to Online Check Writer and navigate to Bank Accounts. Click the + New button and select Add Manually. Add your banking information by filling in ...
How to add signature on check?
Step 1: Login to Online Check Writer and select Bank Accounts. Step 2: Click on Edit Design, which takes you to another window. Step 3: Next, click on Signature. Step 4: Then you can opt for any of the following options from the Signature Manager to ...
How to add funds to a cloud bank account?
Log into Online Check Writer and navigate to Cloud Bank. Select the Account of your choice and click the Add Fund button. Add Funds from Cloud Bank or Wallet or Account to Cloud Bank.