The Users screen enables administrators to manage user accounts by adding, editing, or removing users.
Administrators can assign specific roles or permissions, controlling access to different sections of the accounting data.
This feature is crucial for businesses looking to delegate accounting tasks while restricting access to sensitive business data.
To create a new user, click the New User button.
For more information, see: User — Edit
If you create a user with the Administrator role, they will gain full access to the system, including all businesses and other users.
If you create a Restricted User, their username will display the list of businesses they can access.
When a restricted user has businesses assigned to them, they will see these businesses under their Businesses tab. However, by default they will have no access to any features within those businesses.
Click on a business listed under their username to configure their User Permissions for that specific business.
For more information, see: User Permissions — Edit
After setting up a restricted user, you can verify what they have access to by clicking the Impersonate button.
This action will log you into their account immediately, allowing you to see exactly what they can access.
To return to your administrator account, click the Logout button located in the top-right corner.
You can upload your company logo to display on the login screen. Click the image icon next to the New User button to upload your logo.
For more information, see: Logo