User Administration: Add a User

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Adding a user

ScaleFactor user permissions allow you to setup staff members to perform specific tasks like entering bills or reviewing transactions, without viewing sensitive financial information.

 

Four easy steps to setup another team member:

  1. Create a new team member
  2. Provide their name, title and email
  3. Set their permissions
  4. The user will receive a welcome email to login

1. Create a new team member

Click your business name in the upper-right corner and select Settings from the drop down menu.

Go to the Team Members tab. Select the Add Team Member button.

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2. Provide their information

Provide their first name, last name and email address. The user will receive an email from ScaleFactor prompting them to set up their account.

Select Back to Team Members to proceed to the next step of setting user permissions. 

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3. Set their permissions

Select Edit on the team member’s profile and set their permission to Limited Access

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Then toggle off the areas you wish to be hidden within ScaleFactor to that user.

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4. Your team member will set up their account 

Follow the instructions in the welcome email to set up a ScaleFactor account.

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