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 able to upload bills, access Documents, and assist checking off To-Dos. 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.
- Admin Permission:
- Admins can access every feature and add other users.
- Select the add-on "To-Do List Admin" to allow the user to view and respond to to-dos even if they are not assigned to them.
- Team Member Permission:
- Team Members have limited access and cannot add users. If you select this role, you can choose what areas of the account the user can access like granting permission to only upload receipts and bills, permission to approve reimbursements, or be a To-Do List Admin.
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:
- Upload Receipts
- Upload Bills
- Approve Reimbursements
- Bill Payments
- To-Do List
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!
Note: Additional users (3) are billed at $10/user.