User permissions discern AR, AP, and controller administrator functions.
To add a user simply go to:
- Your Company Name
- Select Company Settings
- Select Users sub-tab
- Select Add User
- Assign the appropriate group permissions
- This will prompt an email invite to the the User where they can create a Viewpost account with their own credentials.
They will get an email that looks like this, where they can accept your invitation.
To Delete a User, go to the same place, and select the user's name.
- Select the Users Name
- Uncheck the box that says 'User is active'
Read about user permissions here.