User roles and trustee access

With the user/role management feature, you can create detailed different roles and assign these to users. CashCtrl is operated in the cloud, so companies can invite their trustees to work on their accounts together. Or a trust agency can complete the work for a client and then grant read-only access.

User overview

Create and invite users

Registering a new user is easy. To do so, you select the role, add the name, and enter an e-mail address. Invited users are granted immediate access and will receive an e-mail. If the invited person already has a CashCtrl account, they will be informed that they can now access a new organization.

Invite new users by sending an email

User roles

Create your own roles with which you can restrict access for users in a very specific way. For example, you can create a read-only role. This user can then only view the invoice area. This allows you to work in a team, with a clear distribution of tasks between users or between the trustee and the client.

User roles configuration possibilities

CashCtrl features extensive configuration options.