Step 1: Open the Users page
Click Admin in the top right, then Users.
Step 2: Add or edit
- New user: click the + User button at the top of the page
- Existing user: click Edit next to their entry
Step 3: Details and permissions
Enter the user's details (username, password, email), then tick the permissions they should have - from creating invoices to managing stock, financials or company settings. Click Add User (or Save) when done.
Give each person only the permissions they need: a salesperson can invoice without ever seeing your reports or bank statements. Permissions are per user, per company - the same person can have different rights in another of your companies.
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