Home > Settings > Manage Users
As a security measure, before you can add users, you must first verify your phone number. Once you have, Kashoo allows you to add more users that can access your Business.
There are 4 types of roles a person accessing your Kashoo business can have. Each of the 4 roles has a different access level:
Admin and Billing
After users sign up for a user account with Kashoo, they are usually taken to a page that allows them to create a business. The person who first creates a business is labeled as Admin and Billing. They will always have full access to the business and subscription billing area, unless they reassign their role to another user.
Admin
Admin users have the ability to add or delete business records, view financial reports and manage user access roles. However, they cannot manage the subscription billing area for the business.
View/Edit Only
Users who are given a View/Edit Only role can add or delete business records and view financial statements. However, users with a View/Edit Only classification cannot delete or export entire business files, change user access roles or manage subscription billing. This role is ideal for giving access to users who will perform data entry but don't need full control over the account.
View Only
Users who are given the View Only role cannot add, change, or delete any business records. They are only able to view transaction records, view reports and export them to a PDF/Excel format to print. This access level is recommended for an auditor or advisor who wants to see your financials.
Adding a New User
To add a new person with access to your Kashoo business, click on the + Add User link below the list, then complete the form and click on the Add User button.
The new user will receive an email. They will not become active and their role cannot be changed until they login to Kashoo.
Changing Roles
To change a person’s role, click on their “access level” dropdown menu and select a new one.
Remember, there must be someone with the Admin and Billing role, and only one person can hold that position. If you need to change the current Admin and Billing person, you must first change their role and then assign another person to that role. Once both changes are made, the Save button will become active, allowing you to save your modifications.
Remove a User
To remove someone's access to your business, click the "X" button to the right of their role. Kashoo will confirm your request, and their access to your account will be removed.
To exit the Settings section, click the <- back arrow in the upper left.