Understand user role management in Crezco, how to manage notifications, update your company name, locate your organisation ID, and navigate seamlessly between multiple organisations.
On this page
| Adding new users | User roles | How to edit a user role | Notifications |
| Removing users | Creating new organisations | Changing company name | Your organisation ID |
| Navigating between multiple organisations |
Adding new users
1. Navigate to your Crezco account and select 'Organisation' from the 'Settings' dropdown on the left-hand side of the page
2. Select the 'Members' tab at the top of the page
3. Once you are in the members page, you will see the option to invite user
4. Enter in the user's email
- Please ensure that, if adding a user who already has an existing Crezco profile, you use the same email address associated with their current account. This helps them manage and track all their Crezco accounts more easily.
5. The added user will then get an email, notifying them that they have been invited to your organisation
6. Once they have been added, you can change their user role (Owner, Accountant, Administrator or User).
- If you are adding your accountant, you will want to change their user role to accountant as this will prevent them from getting all the payment confirmation emails
- Visit this help centre article to see the permissions for each user role - Crezco user roles
7. You can change their user role by hitting the edit button next to their name
8. Select the user role you want them to have and then hit 'Save changes'.
User roles
Learn more about what each user role in Crezco has permissions for below -
| User | Accountant | Administrator | Owner | |
| Create organisation | ✅ | ✅ | ✅ | ✅ |
| Add member | ✅ | ✅ | ||
|
Add bank account |
✅ | ✅ | ✅ | ✅ |
| Edit user permissions | ✅ | |||
|
Edit user role notifications |
✅ | ✅ | ||
| Connect software integration | ✅ | ✅ | ✅ | ✅ |
| Create payment link | ✅ | ✅ | ✅ | ✅ |
| Delete payment link | ✅ | ✅ | ✅ | ✅ |
| Import bills/payroll | ✅ | ✅ | ✅ | |
|
Create contact |
✅ | ✅ | ✅ | |
|
Edit payee contact information |
✅ | ✅ | ✅ | |
|
Create pay run |
✅ | ✅ | ✅ | |
|
Delete pay run |
✅ | ✅ | ✅ | |
|
Copy pay run payment link |
✅ | ✅ | ✅ | ✅ |
|
View Crezco payment history |
✅ | ✅ | ✅ | ✅ |
|
Create manual bill |
✅ | ✅ | ✅ | |
|
View contact bank information |
✅ | ✅ | ✅ | ✅ |
| View billing invoice | ✅ | |||
| Manage billing | ✅ |
How to edit a user role
Please note that only someone with the user role of 'Owner' can edit other members user role. You can view the user role types and their permissions here.
1. Navigate to your Crezco account and select 'Organisation Details' from the 'Settings' dropdown on the left-hand side of the page
2. Select the 'Members' tab at the top of the page
3. Here you can change a members user role by clicking the edit button next to their name (Owner, Accountant, Administrator or User - you can view the permissions for each here).
4. Select the user role you want them to have and then hit 'Save changes'.
Notifications
Manage your personal notifications
With Crezco, you'll receive notifications via email for various updates, including changes to your organization, payments sent, payments received, and more. This helps you stay informed and up-to-date on all your account activity.
1. Log into your Crezco account
2. Click the profile icon / initials in the top right hand corner of your Crezco screen
3. Select 'Profile'
4. Navigate to the Notifications tab at the top of the page
5. You will then be presented with a page of all the organisations you have been added to in Crezco. There you can select what type of notifications you would like to receive for each organisation.
If you wish to turn off notifications, move the toggle to the left.
If you wish to turn on notifications, move the toggle to the right.
Manage notifications for specific user roles
1. Navigate to the 'Settings' tab and select 'Organisation' from the drop down menu
2. At the top of the page, select the tab listed as 'Notifications'
3. Once you are in this page, you will be able to select what type of notifications the different user roles should be getting
Please note, if you wish to turn off notifications, you will want to move the toggle to the left
Removing Users
Please note that only users listed as Owner will be able to make these changes.
1. Log into your Crezco account and select the 'Organisation' tab in the 'Settings' drop down menu on the left hand side of your screen
2. At the top of the page, select 'Members'
3. On this page, you will find the list of users that you have added to this Crezco organisation. Next to the email address of the user you with to remove, there is a trash can icon.
4. Click on the trash can icon and you will prompted with a pop, asking you to confirm if you wish to delete this user
Please note: You will not be able to delete the user if they are the only listed Owner on the account. You will need to assign another user with the role Owner before you will be able to delete that user.
5. If you wish to processed, click the Delete button
Creating new organisations
1. Log in to your Crezco account.
2. In the top left corner of your screen, click on the company name to produce a drop down.
3. Select '+ New Organisation'.
5. You will then be asked to start setting up the organisation with some basic information.
6. You will then be taken to the second and final set up page where it will ask basic questions to better understand the layout of this organisation that you are adding
- You can select 'Skip for now' on the top right hand side of the page and fill out the information later
7. (Optional): You can add additional users at this point if you select anything other than 'Just me' for 'How many employees does "New organisation name" have?' All you would need to do is enter in their email address.
8. Once all the information has been filled out, you can select the 'Next' button
9. You will be taken to 'Connect Bank Account' page, that if you can, you can continue to connect the bank account to the new organisation you have created
- If you are not able to connect the bank account, please ensure that you have added the bank account owner as a member to this organisation
- If you did not add them during the initial on boarding process, please refer to this help centre article to walk you through on how to add another Crezco user - How do I add a user to my organisation?
10. You have now created your Crezco account!
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Changing company name
If your company name changed and you wish to change it in your Crezco profile, please use the following steps
1. Select "Settings" on the left hand side of your Crezco page
2. From the drop down menu click "Organisation"
3. There you will see the current company name. Please enter in the new company name and select "Save"
Your organisation ID
To find your unique Crezco organisation ID, please use the following steps
1. Select "Settings" on the left hand side of your Crezco page
2. From the drop down menu click "Organisation"
3. Scroll to the bottom of the page and at the bottom you will find your unique Crezco ID
Navigating between multiple organisations
To switch between your multiple organisations, please refer to the following help centre article - Click here