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How to add users in a multi-user account?

custom_extract.pngWhen managing a Multi-user account, you’ll eventually need to add your employees as users within the account.

To do so, please login to your Receipt Bank account, and then follow these instructions:

 1.Navigate to the ‘Account settings’ menu‘ and open the ‘Maintain users’ tab.

 2.Click ‘Add user’ button and fill in the necessary data. Don’t forget to hit ‘Save’

 

3.An automated e-mail invitation will be sent to the user’s e-mail address.

  • To manage any user privileges and details or suspend one, click on the ‘Manage’ button on your right side.* (*available only for custom accounts)
  • To link a user to your accounting software click on ‘Link user’ on top of the user list.* (available only for custom accounts)
  • If you are a multi businesses owner and want to manage all of them through the multi users account, create e-mail addresses for each of them. Before sending the e-mail invitations from Receipt Bank, make sure you write down the temporary password displayed on the screen, so you can login as any of the users after that.
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