How To Invite Users to an Asset Register

How to Invite a New User to an Existing Asset Register Info Deck Slide

How To Invite Users and Administrators to an AssetAccountant™ Asset Register – Transcript

Today we’re going to run through the quite simple process of adding users to an AssetAccountant™ register that you might have.

We start with our very simple login screen. And here’s the email address – it’s a testing one that I’ll use. And we just use it to log in after entering the password.

Upon entry after login, you will see for my demo company, there’s a little tab up at the top here: Registers and Users.

At this point in time, I’ve only got the one asset register.

If you’re an advisor, you may have many more client asset registers.

If you’re a company, you may only have the one, or you may have multiple asset registers.

But for this particular example, we just have the one register.

So what I’m going to do is click on users and you’ll see here is my email address as the logged in user.

All we need to do is just go up to the right hand side and select Invite Users.

Enter whatever the email address is of who you want to invite, and here you get the choice to select either a User or an Administrator.

Now, a User will only have access to the registers that you allow them to have access to.

An Administrator will be able to set up new registers, new users and allow other users access to these registers.

Be a bit mindful about what level of access you provide your new user.

Then all you need to do is click on which register you’d like them to have access to and then click Invite.

It is as simple as that.

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