By adding additional users you can permit coworkers, external bookkeepers or your accountant to log into your program, run reports and add additional information. If needed, persons access to view or edit records or reports can be limited with the Access Groups functionality.
To add a new person; Select the Marketplace from you navigation centre and subscribe to an extra user for a month, a quarter or a full year. Then navigate to the System module and open the Persons register. Create the new user by selecting New or duplicate an existing user. After saving it, select the button “Invitation” to automatically send an email to the new user with information on how to log in.
To add Access groups; Select the Marketplace from your navigation centre and subscribe to Access Groups. Then navigate to the System Module where you will find Access Groups under Settings. After specifying which actions, modules, reports or register should be restricted for the user simply go to the users contact card in the Persons register and add the Access Group there.