Settings: Add and Manage Team Members

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.

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

Adding a User

To add a new user:

Select your company name in the top right
Select Settings
Select Team Management
Select Add User
Enter the user's name and email address
Assign a Title to assign user permissions. For further details on user permissions and what each permission allows, please see:

Managing User Permissions
When complete, select Create
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.

Removing a User

If a user no longer needs access to your Cashflow.io 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:

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