Adding users

Last updated on Mar 09, 2021

User roles

A Receipt Stash user can have one of three roles:

Add and edit users

If you're an admin user, navigate to Account Admin > Users.

This page shows a list of all account users split into two tabs; Active Users which are users that are currently active and can perform functions relevant to their user role, and Suspended Users which are users that are still in your account, however their login access to both the mobile app or web portal is disabled while they're suspended.

Add new users by clicking on the green Add Users button on the top left-hand side above the user table. Fill in the user details in the user window that appears and click the green Submit button at the bottom of the window to save the new user.

To edit an existing user, click on their username in the user table. Toggle between the tabs within the user window to view and edit user details and settings. Click the green Save Changes button at the bottom of the window to save the changes for the current tab.

The account owner record cannot be deleted or suspended, and only the account owner user can edit that user record. Other admin users who are not the account owner cannot change the account owner record.

User permissions and settings

When adding a new user or editing an existing on, click on the Settings tab of the user window to view and change the user's settings.

See User Permissions for more information on user mobile app permissions.