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.

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 permission roles.

For security, a newly created user will verify the user's set email and prompt them to set a new password.

Permission Roles

Permission roles control what a user can do. They can be managed by an Organization Admin.

Individual Business Access

You can control the users that can access a business with the Allowed users field. This lets certain users in your organization to view specific businesses. Admin users can always see all businesses.

Organization Admin

This role allows for a user to manage their organization settings, found under the Admin tab.

User

This role allows for a user to manage individual business data and to create business adjustments.