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Tutorial: Create new users and invite them directly by mail. Create new roles and assign them to the users.
Content
Click on the organization in the top right and choose Users & Roles from the dropdown menu. Open the dialog via Add / Invite user.
Enter the email addresses individually or separated by commas, then select the appropriate role.
Guest: Read-only access
Administrator: Read / write / delete access
Trustee: Read / write / delete access
The exact permissions of each role (including newly created ones) can be configured in the Roles menu. To finish, confirm by clicking Invite user.
A token is sent to the specified email addresses, which is used to confirm the email address and accept the invitation.
If no CashCtrl account is registered under the invited email address, one is created automatically as part of the invitation process. As the next step, invited users simply set the password for their new account.
That’s it you’re ready to get started together as a team. Enjoy!
A role for inventory management is to be created. The person only needs authorization to enter and change items.
Call up the menu via Settings Users & Roles Roles. Either copy an existing role or add a new one. For example, the Guest role has read-only access and cannot enter data, but can look at everything. A good choice.
The standard roles with the lock symbol cannot be changed. However, a copy can be created with your own customisations.
So that the new role can operate only the inventory, all other permissions are removed. For the inventory area, all are selected. This way the person will only see the inventory area. Finish with Save.
And this is how the access looks afterwards. The role causes that the person can only see and edit the inventory area. The same works for other areas such as contacts.
Inviting a new user and assigning a role can be done in one step.
Open the dialog via Add and enter the email address or the same multiple addresses. Then select the role to assign from the dropdown and confirm with Invite user. Done, the mail is sent!
CashCtrl sends a token to confirm the email address. By clicking the token, the invitation is verified and the person gains access to the organization.
If no account exists yet under the invited email address, CashCtrl creates one right there. This means the invited person does not need to register beforehand in order to be invited.
As a second step, the password for the new account is set. Ideally, two-factor authentication should be enabled right away or a passkey should be set up.
The individual columns show the different access types: All/ Read/ Create/ Edit/ Delete. CashCtrl does not make any specifications as to which rights must be assigned, that is up to you. However, certain configurations are contradictory and therefore do not work. In case of doubt contact the support.
Or if you want to know right now, have a look at the documentation.
