Add users to an account or manage their access/permissions

To manage user access in your Zeffy account:

• Log into your Zeffy dashboard on a computer.
• Click on your name in the top left corner and then on "Settings."
• Next, click on "User Management." ⚠️ This option will not be visible to you if you don't have permissions to manage users on the account. If this is the case, we recommend getting in touch with your account owner to edit your permissions

To add a new user, click on "Add user" and enter their email address. Customize their access permissions by selecting which sections of the product they can have access to. You can add as many users as you'd like.

To add your accountant, click "Add my accountant" under the Bank information section. This will preselect access to your bank permissions only. 

To remove a new user, click the cross to the right of the user's name.

To edit a user's permissions, click on the user and another pop-up will open, allowing you to edit their permissions.

To transfer ownership to another member of your team, click on the double arrow to the right of the user's name.❗ This can only be done from the account owner's dashboard.