USER GUIDE
User Guide
Settings / Inviting users
Inviting users
Inviting team members
You can invite additional users to the company who can access the company's data.
Invitation steps
1
In the left sidebar, under the System group, click the Users menu item.
2
Click the Create user button.
3
Enter the user's name and email address.
4
Set the desired role.
5
The invited person receives a registration link via email where they can set their password.
Once the user creates their account, they immediately have access to the company's data.
Roles
Three roles are available, each with different permissions:
•Administrator — Full access to all features, including company settings, subscription management, inviting and deleting users.
•Accountant — Access to all invoices, partners, transactions, wallets, cost centers, job numbers and bank statements. Can edit company settings but cannot manage subscriptions or invite users.
•Assistant — Limited access: can view and create invoices, view partners, transactions and wallets, but cannot delete items or modify company settings.
