Add a person
- Go to Settings → Users and press Add a person.
- Enter their Name, Email and a Starting password.
- Tick one or more access levels and press Add person. They can sign in straight away.
- Give them their roles: press Roles on their row, tick the roles per functional area and the companies, and press Save roles. Or do it from Settings → Roles.
Everyone in the account can work in every company of the account. Access decides what they can do; Roles decides which areas they prepare, review or approve.
Access levels
| Level | Can | Seat |
|---|---|---|
| Super administrator | Everything. One per account. | Admin |
| Admin | Everything except changing the super administrator | Admin |
| System configurator | Company profile, calendar, roles, chart of accounts, Tally connector, templates. No close work. | Admin |
| Staff manager | See and comment on every task, move any task on, reassign, create closes. No configuration. | Staff |
| Staff | Work on tasks where they hold a role; see the rest read-only | Staff |
| System auditor | Read reports, the audit log and security checks. Changes nothing. | Staff |
A person can hold several levels and gets everything each one allows, with one sign-in. Your plan sets how many admin and staff seats you have.
Change or remove access
- Press Access on a person’s row, change the ticks and press Save access.
- Only the super administrator can hand that role to someone else, by ticking it for them. They stay an admin.
- Forgotten password? On their Access sheet, under Set a new password, type one (or press Suggest one) and press Set password. Give it to them privately: the next time they sign in with it, they must choose their own. Nobody can set the super administrator’s password: they change it in My account, or use Forgot password?.
- Lost phone? On their Access sheet, press Reset two-factor sign-in. They sign in with their password and set it up again.
- Delete removes the person’s sign-in. Their past sign-offs and comments stay, with their name.