When managing with a Multi-user account, youll eventually need to add your employees or other businesses as users within the account.
To do so, please login to your Receipt Bank account, and then follow these instructions:
1.Navigate to the Account settings menu and open the Maintain users tab.
2.Click Add user button and fill in the necessary data. Dont forget to hit Save
3.An automated e-mail invitation will be sent to the users e-mail address.
- To manage any user privileges and details or suspend one, click on the Manage button on your right side.
- To link a user to your accounting software click on Link user on top of the user list.
- If you are a multi businesses owner and want to manage all of them through the multi users account, create e-mail addresses for each of them. Before sending the e-mail invitations from Receipt Bank, make sure you write down the temporary password displayed on the screen, so you can login as any of the users after that.