Staff accounts

1Step 1 of 4

1. Open “Users & roles”
2. Filter the accounts
3. Press “Add account” or “Edit”

“The money flag” decides who may see money.

Enlarge, then scroll

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2Step 2 of 4

1. Enter the name, email and status
2. Choose the business roles and whether they may see money
3. Press “Add account”

You cannot assign Platform administrator or Administrator, delete accounts or reset someone else’s password.

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3Step 3 of 4

1. Change the details, status or roles within your authority
2. Link the “Employee record”
3. Press “Save account”

One Employee record links to one account; the link grants no role.

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4Step 4 of 4

1. Open “Account changes”
2. Choose the account and dates, then press “Filter”

The list is read-only; passwords are never shown.

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