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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.

Updated on: 21/02/2024

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