Manage your team's access to the space by adding or removing user. Here's how to handle user management efficiently.
Adding new users
Access user settings:
Click your business name (top-right corner).
Select Settings.
Click the Users card.
Adding users happens in three steps:
Step #1: Adding the user’s details
Enter the user’s details:
Name and first name
Email address
Invitation language
Click Continue.
Step #2: Defining responsibilities
Select one or more roles for the user you’re inviting. Roles are responsibilities or functions this person performs. Each role defines which data they can view and what actions they can take.
Available roles:
Administrator
→ Can invite people, control who sees what, add new extensions, change the billing and subscription. This person can do most things, but not everything.Sales responsible
→ Handles everything about sales. Makes invoices, sends them to customers, and follows up on payments.Sales assistant
→ Helps with sales processes, but can't send documents to customers. Can still make new documents, fix errors, and look things over.Purchase responsible
→ Handles everything about purchases. Checks invoices from suppliers, approves them for payment, and marks them paid.Purchase assistant
→ Helps with purchases, but can't approve them for payment or mark them as paid. Can still help with other tasks.Financial responsible
→ In charge of making payments and taking care of bank accounts. This person can't see sales or purchase documents unless given another role too.Cardholder
→ Someone who uses a Banqup debit card. Can only see their own card use, not how much money is in the account.(External) Accountant
→ Can see lots of information to do accounting work. Can see both sales and purchase documents, but can't do as much with them as Sales and Purchase responsibles.
Step #3: Inviting the user
Review the user’s details and responsibilities you’ve defined.
Click Send invitation.
The invited user will receive an email with instructions to set up their account. They’ll get access to the Banqup space you’ve invited them to when they accept the invitation and their registration is complete (for users who did not have a Banqup account yet).
Deactivating users
To temporarily deactivate an employee that you plan on reactivating later:
Go to Settings.
Navigate to the Users card.
Double-click on a user.
Click on Deactivate.
Deleting users
To remove an employee's access:
Go to Settings.
Navigate to the Users box.
Click the three dots menu next to the employee.
Select Delete and confirm.
Note: Deleted users lose access immediately.
FAQ
Can I edit the roles of a user after inviting them?
You can edit a user’s roles after they’ve accepted the invitation.
Can employees change their language later?
Yes, users can modify their language preferences in their profile settings (accessible by clicking the space name at the top-right of the screen, then My user profile).
Can I temporarily disable access instead of deleting?
Yes, you can temporarily deactivate a user. See the section Deactivating an user above.
Next steps