Add a new user
Find out how to add new members to your team within the app.
On this page:
Overview
You can add an unlimited number of users to the app. Each user can be assigned one of four roles, all with different access to app functions.
Tip: Admins, Managers, and Bookkeepers can add and remove users. Employees do not have access to the Users section.
Note: Screenshots shown were taken from the mobile app. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Add a new user
- From the main navigation menu, select Users.
- On the Users screen, select Add User.
- On the Add User screen, fill in the Name and Email or Mobile fields.
Tip: This email address or phone number will be the new user's login information.
- Choose the new user's role from the Role dropdown menu.
Tip: Refer to Role permissions matrix for futher information about each role's access.
Result
Cut+Dry will send an invitation to the user for you, letting them know they have been added to your Cut+Dry account. The mobile number or email address you enter will be their login credential.
Should you ever need to change a user's role, simply navigate back to Users and select the user's name from the list in order to edit these same fields.
