User Management
Manage team members and user access
User Management
Learn how to manage users and team members in your organization.
Adding Users
- Navigate to Settings → Users
- Click Invite User
- Enter email address
- Select role and permissions
- Send invitation
User Roles
- Admin: Full access to all features
- Manager: Can manage invoices, payments, customers
- Staff: Can view and create invoices, record payments
Managing Users
- View all users
- Edit user roles
- Deactivate users
- Remove users
Related
- Roles & Permissions - Learn about permissions