How to Add Users to CashWise


CashWise is a multi-user platform.  Each company has the ability to invite an unlimited amount of users to view or manage their CashWise Account.  Users can be assigned various roles within the platform as follows:

User Role
DashboardCash FlowsAutomationAccount HistoryAccount SettingsBilling Management
OwnerPrimary Owner of the Company AccountR/WR/WR/WR/WR/WR/W
AdminAdmin has same permissions as the OwnerR/WR/WR/WR/WR/Wn/a
UserUser can perform every action except accessing the Account Settings menu.R/WR/WR/WR/Wn/an/a
Read OnlyAble to view all pages except for Account Settings.RRRRn/an/a

  • R = Able to view and read data
  • W = Able to update, add, remove and edit records
  • n/a = No Access

How to Invite a User to CashWise?

  1. Navigate to Account Settings ➡ Users tab

  2. Click on "Invite"

  3. Complete the form and an invite email will be sent to the new User.