Only Account Administrators can access User Management, and this allows you to add additional users such as other Account Administrators, Brokers or Support staff.

Account Administrators have an accounts just like a broker, which allows them to request statements for their own user as well as being able to add and remove additional users. Creating a new Account Administrator may result in additional subscription fees.

Broker. A Broker is able to request statements like normal, and adding a new Broker may result in additional subscription fees.

Support. A Support user is able to request statements on-behalf of a Broker. Support users do not result in additional subscription fees.

To add a new user, click on the Add User button, and fill in their name and email address information. Once filled in click the Invite button.

Pending invitations will show in your User Management section per the screenshot below.

Once the invitation has been sent, the person invited will receive an email like the one below.

Once they click on the link they will be taken to an account confirmation page, prior to completing their registration.

Note, if the new user already has a CashDeck account they will be asked to login first before proceeding.

When you delete an exiting user, you must first choose another user to transfer ownership of historical records to, within CashDeck. Deleted users are no longer able to access their CashDeck account.

Now that you have created some additional users in your Partner Account, you might like to set up sharing access to statement requests between users. For details, check out the guide here.