Creating a new user

In this article, we will go through the process of creating a new user.

1. First, you need to go into settings, which you can find at the top right corner.
   
   
   
2. Inside settings, you need to select users.
   
   
   
3. Press the blue plus icon.
   
   
   
4. On the right side, you need to enter the new user's name and email.
   
   
   
5. Now, you need to select the user role, where there are many different options. The different user roles and what they can do will be described below the image.
   
   
            User:
   • Can only view documents awaiting approval in a group that the user has access to
   • Similarly, can only view documents in Archive that the user has submitted or approved at some point in the flow
   • Can only see Approval and Archive tabs
   • Can be granted access to all documents in Archive - even those the user has not been involved with
   • Can be granted access to view all documents that have gone through the approval group the user is part of - not just those the user has approve
     
     Administrator:
   • Can view all documents across approval groups in both Approval and Archive
   • Can see all five tabs
   • Has access to settings
     
     External Bookkeeper:
   • By default, can view all documents across approval groups in both Approval and Archive
   • Can be configured to have certain limitations
   • Does NOT have access to settings
     
     External Consultant:
   • Can view all documents across approval groups in both Approval and Archive
   • Can see all five tabs
   • Has access to settings
   • Differs from a normal Administrator in that they typically have access to multiple companies and are placed in the Broker by default
     
     Customer Administrator:
   • Can view all documents across approval groups in both Approval and Archive in all companies under the Broker
   • Can see all five tabs in all companies under the Broker
   • Has access to settings in all companies under the Broker
   • Has access to the "New Customer" menu item in settings on the Broker
     
     Branch Administrator:
   • Same as Customer Administrator - but can see further down the hierarchy
   • Can view all customers under the Broker, and their brokers' customers, etc
     
     
6. If the user is not supposed to have access to everything the user role can, it is possible to configure the permissions. To remove/add a permission, simply remove/add the blue checkmark in the field.
   
   
   
7. If the user wants to receive notifications via email every day at 8:00 am with the documents that still need to be approved, you need to check the box.
   
   
   
8. Video where i show it.