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The Users feature allows you to create and manage user accounts for your team members, giving them access to the features and data they need to work effectively.

Use Case 

You can use the Users feature to control access to your accounting software and ensure that each team member has the appropriate level of access and permissions.


New User

  1. Go to User Management>Users
  2. Click “(+) Create New User” on the upper right side.
  3. Enter Name, Email, Role, and Password.
  4. Click “Create” to save new user.

Edit User

  1. Go to User Management>Users
  2. To update user information, click the “3 dots” then “Edit” button and make the necessary changes.
  3. Click “Update” to save changes.