💡FAST FACT
User settings are not global, meaning you can operate with different settings between users. This is very handy when you have different departments or locations within one business. But keep this in mind when adding a new user or changing settings, you may need to adjust the settings on all accounts.
📱 MOBILE
Enter the SETTINGS SECTION of the mobile app.
Select USERS & PERMISSIONS.
Click the PLUS BUTTON in the search bar.
Enter the REQUIRED FIELDS, which are first name, last name, username and password.
Assign PERMISSIONS for that user by toggling on/off the access levels.
If you wish to SHARE THE CREDENTIALS with the staff member, you can do so by clicking the share credentials button. You will then be prompted to do so via text, email, WhatsApp, Slack, etc.
Once the details have been added and permissions granted, click ADD.
The user will be instantly created and they are ready to log in and get started with Invoice Assist.