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In CashCtrl several users can work together in one organization. Here we explain how this works and how users are assigned.
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The CashCtrl FREE account consists of a user and an organization (client) of which the user is the owner. This configuration is free of charge and available after registration. The FREE user cannot be extended with additional clients or users.
However, a FREE user can be invited to one or more other organizations, in addition to his own, if their owners have a PRO account.
CashCtrl PRO consists of 3 or more users (1 owner + 2 additional), 3 employees and 2 organizations (clients). The owner always has access to all organizations in his account.
The organisations are separate from each other and stored in separate databases. They do not share any information (e.g. contacts, inventory).
New users can be created by inviting them (see 4.). A user can have access to several or just one organisation.
CashCtrl FL4T offers the greatest possible freedom, as users and organisations can be created at will - without having to pay for each additional option individually. CashCtrl FL4T includes a contractually agreed number of users and organisations.
This means that a trust company can manage a large number of clients or a school can invite an entire class to its own organisations at once.
More on that in our create clients template tutorial
New users are added in the respective organization. The email address must be specified and a role must be selected. CashCtrl then sends an email with the credentials.
Users do not have to register before to be invited.
If an account already exists under the invited email address, invitees will be informed that a new organization is now available for selection. This can be accessed via the existing login.
In CashCtrl, there are Users and Employees. Users allow access to CashCtrl and enable working with the software. Each user needs an individual email address, can log in, and make changes. Users are essentially the login accounts for CashCtrl.
Employees in CashCtrl are (as the name suggests) actual staff members for whom payroll is generated. An employee slot is assigned to a contact/person. Employees cannot log in.
Users and employees are sold separately, billed annually, and are not linked. When you purchase a user, one employee "slot" is included for free.
With the PRO plan, you get 3 users and 3 employees.
Two users are used by the company owners, and one user is used by their accountant:
1. Owner 1: 1 User, 1 Employee
2. Owner 2: 1 User, 1 Employee
3. Employee: 0 Users, 1 Employee
4. Accountant: 1 User, 0 Employees
Billing is done per subscription period. If a person has payroll entries in the current year, an employee slot is required. The employee slot cannot be reassigned mid-year. Users, however, can be deleted and reassigned at any time.
