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. To do this, click Account & Settings and select Settings from the drop-down menu.
Next, select the Team Access tab.
Click the Add User button on the right.
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. Just click their name in Team Access and check/uncheck the applicable boxes under Select user permissions. You can also edit their name and email from this window if needed.