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Managing your Organization
Depending on your needs, you may require either multiple user accounts access to your organization data, and/or more than a single business for your organization.
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Managing your Users
Organization Admins can manage the creation, deletion and modifying of users from the Admin > Users tab. From here,
you can create new users within your organization and assign them
For security, a newly created user will verify the user's set email and prompt them to set a new password.
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Permission Roles
Permission roles control what a user can do. They can be managed by an Organization Admin.
Note that an Organization Admin cannot manage their own role, to prevent user account lockout.
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Organization Admin
This role allows for a user to manage their organization settings, found under the Admin tab.
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User
This role allows for a user to manage individual business data and to create business adjustments.
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API Developer
A special role restricted to API Developer organizations. This allows for the restricted functionality of an API Developer organization.