How to Add Users to CashWise

Intro

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	Description	Capabilities
		Dashboard	Cash Flows	Automation	Account History	Account Settings	Billing Management
Owner	Primary Owner of the Company Account	R/W	R/W	R/W	R/W	R/W	R/W
Admin	Admin has same permissions as the Owner	R/W	R/W	R/W	R/W	R/W	n/a
User	User can perform every action except accessing the Account Settings menu.	R/W	R/W	R/W	R/W	n/a	n/a
Read Only	Able to view all pages except for Account Settings.	R	R	R	R	n/a	n/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.