Add a new user

Overview

You can add an unlimited number of users to the app. Each user can be assigned one of four roles, all with different access to app functions.

Tip: Admins, Managers, and Bookkeepers can add and remove users. Employees do not have access to the Users section.

Note: Screenshots shown were taken from the mobile app. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.

From the main navigation menu, select Users.
On the Users screen, select Add User.
On the Add User screen, fill in the Name and Email or Mobile fields.
Tip: This email address or phone number will be the new user's login information.
Choose the new user's role from the Role dropdown menu.
Tip: Refer to Role permissions matrix for futher information about each role's access.
Result
Cut+Dry will send an invitation to the user for you, letting them know they have been added to your Cut+Dry account. The mobile number or email address you enter will be their login credential.
Should you ever need to change a user's role, simply navigate back to Users and select the user's name from the list in order to edit these same fields.

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