Manage Roles and Permissions – Extend

Assigning Managers

To assign managers to your account, follow these steps:

1. Navigate to the settings page.
2. Select the 'Managers' tab.
3. Click on ‘Add Manager’.
4. Enter the email address of the user you want to assign.
5. Choose the appropriate permissions level.
6. Click ‘Save’.

For more details, you can refer to the Assigning Managers article.

Limited and Full Visibility Bookkeepers

Understanding the different visibility roles can help you manage your team better:

• Limited Visibility Bookkeepers: Can access specific financial reports limited to their permissions.
• Full Visibility Bookkeepers: Have access to all financial information and settings.

Learn more in the Limited and Full Visibility Bookkeepers article.

Add and Manage Guests

To add and manage guest users in your account:

1. Go to ‘User Management’ in the settings.
2. Click on ‘Add Guest’.
3. Fill in the guest’s email and set permissions.
4. Click ‘Invite’.

For additional information, see the article on Add and manage guests.

User Controls - Deactivating a User

If you need to deactivate a user:

1. Access the ‘User Management’ section.
2. Locate the user you wish to deactivate.
3. Select ‘Deactivate User’ next to their name.
4. Confirm the action.

For more assistance, refer to the article on User controls - deactivating a user.