How do I add another admin to help me with Setup?
The Point of Contact (as seen on the Setup > Account Preferences page) is the only person who can edit access levels. That person can add another admin by going to Setup > Team. If the user already exists click on the three dots next to their name and pick Edit User and on the second page you can make the user an Admin, Finance Admin, and/or grant them Confidential Data Access. Click here to see these steps in detail, or click here to learn more about different access levels.
How do I make a user Cash Exempt?
We rarely recommend making your users Cash Exempt, but if there is a reason you need to do that, we can support that. Click here to learn more about the two types of Cash Exempt statuses we offer and how to implement them.
Can I invite a handful of users to log in before I launch to test things out?
You can! If you want someone to have early access (to log in while Paused), there are two ways to do that.
If you go to Setup > Team and click the three dots next to someone's name you'll have the ability to Send Invite. That will send that user a welcome email and allow them to sign in. This is a GREAT option if you want to invite a small group of people to preview the software before your big roll out.
