How to manage a user role – user vs admin

When adding a new user, you can choose their users right at 2 different level

1. Account level

When adding a user, you'll be able to choose the rights this user has at the account level: 

• Admin: access to settings - ability to add/remove ledgers & users, manage subscription, billing details
• User: access to specific ledgers

2. Ledger level

Once the user has been added, you'll then be able to decide which ledgers they have access to and to which extent:  

• Admin: can set up and edit the schedule
• User: can add notes, add expected payment dates, send manual reminders but can't change the schedule or create/edit templates

If you have any questions, and can not find the answer here, please reach out to our support team by raising a ticket here.