Staff accounts

1Step 1 of 4

1. People → Employees → New employee: full name, position and start date.
2. Save employee.

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2Step 2 of 4

1. Users & roles → Add account.
2. Full name, the email used to sign in, the employee record, the status, the business roles and May see money.
3. Add account.

Nobody types a password for someone else: the person receives a one-time sign-in email and sets their own.

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3Step 3 of 4

1. Open an account from its row: change its roles, suspend it or link another employee record.
2. Save account.

May see money shows the commercial fields the roles already reach; it grants no access by itself.

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4Step 4 of 4

1. Who changed which account, when, what changed, before and after.
2. Filter by account and dates.

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