Invite a new user into your organisation
Go to Settings > Add A New User and click on add User to enter a new user's details.
Only the original subscriber can invite new users
User Privileges
-
Import Accounts Production Charts, allows user to import,view, edit and delete account production chart of Accounts.
Import New Clients,allows users to bulk import an excel client list or add a new client individually.
- View,Edit and Delete Client Maps, allows users to view,edit,download and delete client specific maps.
Import Posting files, hallow users to create client maps either by importing an excel file containing the maps or add individually.
