How Can I Add/Delete a User on Our Company Account?

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'
  • Confirm


Read about user permissions here.

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