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Control who has access to your organization and what they can do.

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User Roles

  • Owner - Full administrative control
  • Manager - Can approve transactions
  • Accountant - Can create and submit entries
  • Viewer - Read-only access

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Viewing Users

Go to organization settings to view team members and their roles. Only Owners can manage users.

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Managing Your Profile

Update your own:
  • Password
  • Profile information
To change password:
  1. Click user menu → Profile
  2. Click “Change Password”
  3. Enter current and new password
  4. Save

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First-Time Login

New users:
  1. Check email for invitation
  2. Click link
  3. Set password
  4. Complete profile

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Password Reset

  1. Click “Forgot Password” on login
  2. Enter email
  3. Check email for reset link
  4. Create new password

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Next Steps