02: Adding Other Users
To set up another user who will handle payments, click Users along the left, then click Add User.
In the popup window, enter the new user's name, phone number, and email. Either the phone or email can be used for signing in. Click Invite to let them know they’ve been added to the account.
When they receive the invitation email, they should click the link.
For their first login, they need to enter either the email or phone number for their account, then click Continue.
This will prompt a verification code to be sent to them, either to their phone or email. They should enter that code, and click Continue.
That's all there is to it - now the user can access their account.
If you need to change any details for a user, click the user's name, email, or phone. In the Edit User window, make your changes and click Save.
When editing a user, you can also change their status to Inactive. This is handy for a user isn’t active now but you think they’ll need access later (such as an employee who took a leave of absence and will be coming back).
You can use the Active or Inactive button to switch your list between active and inactive users.