Plugbooks makes it easy to collaborate with your team by allowing you to add different types of sub-users to your account. Whether you need full access for an admin, limited functionality for an accountant, or viewing-only permissions for a basic user, Plugbooks offers flexible roles to fit your needs. Here’s a step-by-step guide to adding new sub-users and managing their roles in Plugbooks.
Sub-User Roles in Plugbooks:
- Admin: Has full access to all functions in Plugbooks, including managing users, settings, bookkeeping, and sales channels.
- Accountant: Limited to performing accounting-related tasks such as managing financial reports, bookkeeping entries, and related functions.
- Basic User: Can only view information but cannot make changes or perform actions within the system.
Steps to Add a New Sub-User in Plugbooks
Step 1: Log In to Your Plugbooks Account
Start by logging into your Plugbooks account with your credentials. Only Admin users can add sub-users, so ensure you are logged in as an Admin.
Step 2: Navigate to the Settings Menu
Once logged in, locate the Settings menu on the left-hand sidebar of the dashboard. Click on Settings, and a sub-menu will expand.
Step 3: Access User Management
In the expanded Settings sub-menu, find the User Management button and click on it. This will take you to a new screen where you can view, manage, and add sub-users to your account.
Step 4: Add a New Sub-User
On the User Management page, you will see a + New button. Click this button to open a new pop-up window where you can enter details for the new sub-user.
Step 5: Fill Out Sub-User Details and Assign a Role
In the pop-up window, enter the sub-user’s details, such as their name and email address.
You will also need to select the role for the sub-user (Admin, Accountant, or Basic User). Choose the appropriate role based on the level of access you want to provide.
Step 6: Send an Invitation
Once all the information is filled out and the role is selected, click Send Invitation. An email invitation will be sent to the sub-user, which includes a link they can use to log in and join Plugbooks.
Important: Invitation Expiry
Please note that the invitation link will expire in two days. If the sub-user does not log in within this timeframe, you will need to resend the invitation. You can do this by going back to the User Management page, selecting the user, and clicking Reinvite.
Managing Sub-Users in Plugbooks
Once sub-users have been added and have accepted their invitations, you can manage them through the User Management page. Here are some management features available to Admins:
- Change Roles: You can change the user’s role at any time (Admin, Accountant, or Basic User) depending on your needs.
- Edit User Information: Modify user details such as name, phone number, or assigned role.
- Suspend/Activate Users: You can temporarily suspend a sub-user’s access to Plugbooks and later reactivate their account when needed.
- Delete Users: If a sub-user no longer needs access to Plugbooks, you can permanently remove them from the system.
By using the User Management page, you can efficiently oversee all sub-user activities and permissions, ensuring that your team has the appropriate level of access and control.
Adding and managing sub-users in Plugbooks is a simple and flexible process. Whether you’re assigning full control to an Admin, restricting access to accounting tasks for an Accountant, or allowing a Basic User to view data, Plugbooks ensures smooth collaboration with customizable user roles.
For any additional help or questions, feel free to reach out to Plugbooks support.