Who can do what
How do I add someone for Saturday?
There's no video on this page yet. The answer is the real one. When we film it, this same page gets the tape.
Go to Account → Account Info → User Management, click Add New User, enter email and name, pick their role, and click Create. They get an invitation email.
Read inviting team members, then roles.
How it actually works
Access is a user record with a role. Sharing the owner's password is not the product.
Easy to mix up
- Everyone should log in as the owner.
- Inviting staff publishes your bank settings to them.
Invite staff
Read inviting team members, then roles.