Users

The Users screen in Manager.io allows administrators to manage user accounts by adding, editing, or removing users. Administrators can assign specific roles or permissions to users, controlling access to different sections of the accounting data. This feature is crucial for businesses looking to delegate accounting tasks while restricting access to sensitive business information.

Creating a New User

To create a new user in Manager.io:

1. Navigate to the Users screen.
2. Click the New User button.

For more information on filling out the user details, see User Form.

User Types

When creating a new user, you can choose between two types:

• Administrator: An Administrator has full access to the system, including all businesses and other users.
• Restricted User: A Restricted User has limited access, only to specified businesses and features.

Configuring Restricted Users

If you create a Restricted User, their username will display the list of businesses they can access. To configure their permissions for a specific business:

1. Under their username, click on the business you want to set permissions for.
2. Adjust the User Permissions for that business as needed.

For more details, see User Permissions Form.

Impersonating a User

After setting up a restricted user, you can verify their access by impersonating them:

1. In the Users screen, select the user you want to impersonate.
2. Click the Impersonate button.

This action will log you into their account immediately, allowing you to experience the system as the user would.

To log out of their account and return to your administrator session, click the Logout button located in the top-right corner.