Company Users are logins for your clients – the people at your client's business who sign in to see their own invoices, payments and reserves. They are managed separately from your own staff.
Company Users vs Factor Users
- Factor Users – your staff. They see your whole portfolio.
- Company Users – your clients' staff. They only ever see their own company.
The two cannot be mixed. A factor user cannot also be a company user on the same email address, and the app will refuse it. If someone needs both, use two addresses.
Adding a company user
- Click Settings in the bottom-left corner.
- Open the Company Users tab, then select Users.
- Click Add User in the top-right corner.
- Enter their email address. If it is new, more fields appear – complete them, choose the Role, and click Add.
1 Settings · 2 Company Users · 3 Users · 4 Add User
The user receives an email to set their own password. You never set it for them.
Roles
Company Users › Roles & Permissions holds a separate set of roles from your staff roles. Company Admin is the usual one – it lets that person manage other users at their own company.
Build the role before inviting the user; you are asked for one while adding them.
If someone is already connected
Adding an email that is already attached to that company updates their existing role rather than creating a duplicate. The app tells you when that is what is about to happen.