How Do I Add a New User in Companio?

Follow these steps:

1. Go to the "Settings" section, "Team" tab.
2. Click on "Add user" (only representative users can add new members).
3. Fill out the form with the user's information:

In this form, choose the role for the new user:

• Admin: They have access to all company information and can make any changes except adding or removing users.
• Accountant: They manage documents, banks, and transactions, and can modify customer, employee, tax reports, and more, but cannot change company settings.
• Human Resources: They handle employee and business trip information and manage bank transactions related to salaries, without access to customer or financial data.
• Secretary: They handle document management and virtual office tasks, without access to employee, customer, or financial information.

5. Once you have completed the form, click on the "Add" button.

Updated on: 07/11/2025