Adding/ Deleting a User or an Administrator
The administrator of an account can add other users to the company from the website.
To add a user:
- Go to the "Admin" tab then the "Users" submenu,
- Click on "Add"
- Fill in the form and choose "Employee" in the user function,
- Click on the "Validation / Approval" tab to define user's invoice approver:
You can also insert other additional validators if you have several validation levels
You have the possibility of inserting analytical axes by user to indicate information on the user such as the company, the entity, the subsidiary, the department, the geographical area, etc.
- To finalize the addition of your user, click on "Send Invitation."
The added user will receive a link by email to validate their account and generate a password. As soon as they validate the account, the status will switch to validated.
To disable a user
- Select the user to disable
- Click on "Disable"