How Do I Add a New User in Companio?
Follow these steps:
Go to the "Settings" section.
Select "Users."
Scroll down to the bottom of the page. You will see a blue box. Click on the button that says "Add User."
Fill out the form with the user's information.
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.
Once you have completed the form, click on the "Add new" button.
Go to the "Settings" section.
Select "Users."
Scroll down to the bottom of the page. You will see a blue box. Click on the button that says "Add User."
Fill out the form with the user's information.
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.
Once you have completed the form, click on the "Add new" button.
Updated on: 21/02/2024
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