Learn how to add and manage users on your Cashflow account.
Overview
- Adding a User
- Removing a User
By adding users to your Cashflow.io account you can collaborate with other members of your team and collectively manage your company's AP and AR. Through user permissions and approval rules, each user can have a designated role, with limited access to features that they aren't required to use. Learn more about managing team member permissions.
Note: The number of team members you can add is based on your Cashflow.io plan. Accounts on the Premium or Pro plan can have an unlimited amount of users.
Adding a User
To add a new user:
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Open the Account menu on the top right of the page.
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Select Settings
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Select Team Management
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Select Add User
- Enter the user's full name, title, email address, phone number and language
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When complete, select Create
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Within a few minutes, the user will receive an email indicating that they've been invited to your Cashflow.io account. If the user is new to Cashflow.io, they will need to set a login password before accessing the account.
Tip: Once a team member is added, their user permissions can be defined. Learn more about managing team member permissions.
Removing a User
If a user no longer needs access to your Cashflow.io account, you can disable them as a user. Under the following circumstances, a user cannot be disabled:
- Removing the only designated Admin user
- Removing a user if there is no designated Admin user
- Removing yourself as a user
- The user is a mandatory or optional payment approver on any connected bank account
If none of the limitations apply to the user you wish to remove, they can be disabled through the following steps:
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Open the Account menu on the top right of the page.
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Select Settings
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Select Team Management
- Identify the user on the list you would like to disabled. Move the toggle to "NO" in the the Active column to disable the user account.