Add extra User?

[Lurch]

Adding new users to your account

Adding New Users Step by Step This guide will help you to add additional users to your account. Please note: only the admin user on the account will be able to create, modify or delete team members. 1. Log into your QuickFile Dashboard. 2. Select the “Account Settings” option in the main horizontal menu and select “Team Management”. [image] 3. To add a new user, click on the “Add a new team member” button: [image] 4. You will now be presented with a dialogue box to provide the user’s ful…

Configuring privileges for your team

Introduction When setting up new team members on QuickFile you may wish to restrict them from accessing certain areas. For example it may be desirable for a member of the sales team to be able to generate quotes and invoices but not to view bank accounts or management reports. QuickFile makes this task much simpler by allowing for a predefined set of restrictions to be imposed. How do I restrict features for a given user? User restrictions can be configured in the Team Management area (Account …