Users

The Users screen allows administrators to easily manage user accounts by adding, editing, or removing users. It provides the ability to assign specific roles and permissions, granting appropriate levels of access to the accounting data. This functionality is essential for businesses aiming to delegate accounting tasks while safeguarding sensitive information.

Creating a New User

To create a new user in Manager.io:

1. Navigate to the Users screen.
2. Click the New User button.

For detailed information on filling out the new user form, refer to User — Edit.

Administrator and Restricted Users

When adding users, you can select either an Administrator or Restricted user role:

• Administrator: Creating a user as an Administrator grants them full access to the Manager.io system, including all businesses and settings. Administrators also have full control over all other user accounts.
• Restricted user: Restricted users have their access limited to specific businesses and certain functionalities that you assign. When you create a restricted user, their username will list the businesses they can access. Initially, restricted users won't have actual access to any listed business. You must specifically configure permissions for each business.

To set up or edit a restricted user's permissions for a particular business, click on the business name listed below their username. See User Permissions — Edit for further instructions.

Impersonating a User Account

Administrators can easily confirm exactly what access a restricted user has:

1. Click the Impersonate button located next to the username.

2. You will be logged directly into the selected user's account, allowing you to verify their permission settings and visibility.

To exit the impersonated account, click the Logout button in the top-right corner.

Uploading a Custom Logo

You can personalize the user login screen experience by uploading your logo. To do this:

• Click the image icon next to the New User button.
• Upload your logo image file as prompted.

See the dedicated Logo guide for full instructions.