Invite a new user into your organisation
Only the original subscriber can invite new users
Go to Settings > Add A New User and click on add User to enter a new user's details.
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.
Reset User Password
Go to Settings > Add A New User and click on Reset.
Deleting a User
Go to Settings > Add A New User > and click on Delete.