Your account can accommodate multiple users so you can keep an eye on your account while still delegating the smaller bookkeeping tasks, like receipt uploading, to your employees. For example, Lyons Den would like to add an employee to inDinero and make sure they are only able to upload bills. Here, we’ll walk you through how to, first, add a new user and, second, how to edit user permissions.
Step 1: Go to Account & Settings and select Settings from the dropdown menu.
Step 2: Select the Team Access tab.
Step 3: Click the Add User button in the right-hand corner.
Step 4: Enter your employee’s information and then select the proper role.
Each role allows for different levels of access to various features:
- Admins can access every feature and add other users.
- Team Members have limited access and cannot add users. If you select this role, you get to choose which areas of the account the user can access.
- Upload Receipts does not give the user access to your account but will allow them to upload receipts to firstname.lastname@example.org.
- Upload Bills does not give the user access to your account but will allow them to upload bills to email@example.com.
Clicking Add User will send the user an invitation email. Once they accept, they can get to work!
If your new user is a Team Member, you can further customize their access to different parts of your inDinero account.
Step 1: Return to your Settings page via the Account and Settings dropdown menu.
Step 2: Click the name of the employee you’d like edit from the Team Access tab.
Step 3: Check/uncheck the applicable boxes under Select user permissions. You can also edit their name and email from this window if needed.
Check out these articles on each available permission:
Step 4: Click Save once you’ve updated your employee’s permissions.
Now that you know how to add and edit users you can customize your team’s inDinero experience.