How to Add Users to an Account [Step-by-step guide]

Modified on Thu, 26 Oct 2023 at 02:00 PM

Users can be created under the hierarchy of an Account.

Setting users this way, will only enable them to interact and view the information and transactions of the account only.

To do so, you will have to:

1. Click Organizations under System Settings

2. Press Edit on the row of the Organization you will work with 

3. Select the Accounts tab

4. Press Edit button of the Account you will work with 

5. Select the Users tab

6. Press Create

7. Define the fields accordingly:

  • E-mail: User's e-mail address
  • Role: User's role, to define access and permissions (User, Administrator)

8. Press Save to apply the changes


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