Settings: Add and Manage Team Members

Learn how to add and manage users on your Cashflow account.


  • Adding a User
  • Removing a User

By adding users to your 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.

There is no limit on the number of users you can have on a account.


Adding a User

To add a new user:

  1. Select your company name in the top right

  2. Select Settings

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  3. Select Team Management

  4. Select Add User

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  5. Enter the user's name and email address
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  6. Assign a Title to assign user permissions. For further details on user permissions and what each permission allows, please see:

    Managing User Permissions

  7. When complete, select Create

  8. Within a few minutes, the user will receive an email indicating that they've been invited to your account. If the user is new to, they will need to set a login password before accessing the account.


Removing a User

If a user no longer needs access to your account, you can remove them as a user. Under the following circumstances, a user cannot be removed:

  • 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 removed through the following:

  1. Select your company name in the top right
  2. Select User Management
  3. Identify the user on the list you would like to remove. Select the Delete User icon on the righthand side.
  4. Select Yes to confirm the deletion