How do I add a user to my organisation?

Step by step process on how to add another user to your organisation

1. Navigate to your Crezco account and click on the organisation tab at the top of your page

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2. Select the members section on the left hand side of the page

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3. Once you are in the members page, you will see the option to invite user

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4. Enter in the user's email
  • Please note that you will want to use the same email address the user may have for their other Crezco profile/s

 

5. The new added user will then get an email, notifying them that they have been invited to your organisation

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6. Once they have been added, you can change their user role (Owner, Accountant, Administrator and 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.

 

7. You can change their user role by hitting the edit button next to their name

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8. Select the user role you want them to have and save the changes.

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