Getting Started
Users
The Users screen allows administrators to add, edit, or remove users, assign specific roles or permissions to them, and control which parts of the accounting data they can access. This is essential for businesses that want to delegate accounting tasks without giving every user access to all business data.
Administrator
The default administrator user is built into the program. Every Manager installation will have Administrator user which cannot be deleted. You can however create more administrators.
New User
Click New User button to create new user
When creating new user, there are two options in the Role field.
- Administrator
- Restricted user
Administrator
Administrator users have full access to everything. They can create new users, set permissions for existing users, enable new tabs, create and review all reports, and adjust settings.
RestrictedUser
Restricted user has limited authority within a single business or multiple businesses. You can control not only what they can see, but also what they can do, in great detail. Typically, you should create most new users as restricted users. When creating a restricted user, select Restricted user in the Role field. Then in the field Businesses, select businesses they should have access to. Multiple businesses can be selected.
Impersonate
Administrator users can impersonate a Restricted user by clicking "Impersonate" button. Doing so bypasses the restricted user login process and allows the administrator to see and do what the restricted user can.
After impersonating a Restricted user, you cannot return to the Users tab, because restricted users cannot see that tab. You will need to log out as the restricted user. However, you will automatically be logged back in as the administrator user.