As an Admin user of your WorkingPoint account, you can add and change people who are allowed to log into your account. The number of users you can add is determined by your current account plan. The Users page will display your current plan, the number of allowed users, and links to view plan options and upgrade your account if you have reached your maximum number of users. To downgrade your plan, your account must not exceed the allowed number of users.
To add a user:
Click the Settings link at the top of the page.
On the Settings page, the Manage Users link at the top of the page.
Click New User.
(Optional) Enter a first and last name for the user.
(Required) Enter an email address for the user.
Choose this person’s role: User or Administrator. Show me examples
You, as the account owner, are the Admin User. This user is set up when you register your account and cannot be deleted. You can set up additional users as needed. Here are some ideas:
You could set up your business partner(s) as users assigned to the Administrative role.
You could set up your employee(s) who do not need full access (or those you do not want to grant full access to) as users assigned to the User role.
You could set up your accountant and/or bookkeeper as users assigned to the User role.
Administrators have permissions that Users do not. Administrators can add, edit, and delete other users and can edit your account settings, including changing the account plan and billing information, and cancelling the account - which immediately and permanently deletes the account.
Enter the login the user will use to log into WorkingPoint. This includes a username and password.
The username must be longer than five characters and must be unique from other usernames in your account. The password must be at least seven characters and must contain at least one number and one letter. Special characters are allowed, but not required.
Re-enter the password to confirm.
Click Save User.
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Note: Once you set up a user, that person can change his or her password and username at any time. See Changing your user profile. |
To edit or delete a user:
Click the Settings link at the top of the page.
On the Settings page, the Manage Users link at the top of the page.
Move the pointer over the user. You’ll see this to the left of the name:
Click Edit to make changes to the user, or click the Trashcan to delete the user.
If an Administrator is editing a user, the Administrator can change the user’s first and last name, role, email address, username, and password. If Users are editing themselves, they can change only the first and last name, email address, username, and password. Users cannot delete themselves or change their roles.
If the Trashcan is gray, you cannot delete the user. Once a user has performed any operation (such as creating an invoice), WorkingPoint needs to keep the user for your records.
Click Undo if you deleted the user by mistake.
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Note: The user who is also the cardholder for your account cannot be deleted. |
Can more than one User log into my WorkingPoint account at the same time?
