Add/Remove Users

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Adding New Users

1. Go to Organization Settings → Members
2. Click Add Member
3. Enter:
   • Email address
   • First and last name
   • Role
4. Click Add

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Available Roles

• Owner - Full admin rights
• Manager - Can approve entries
• Accountant - Can create entries
• Viewer - Read-only access

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What Happens Next

• New users receive a welcome email
• They can log in immediately
• Access is based on assigned role

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Changing User Roles

1. Go to Members list
2. Find the user
3. Change their role
4. Save

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Removing Users

1. Go to Members list
2. Click Remove next to user
3. Confirm removal

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Next Steps

• Understand user roles
• Configure security settings
• Manage user profiles