Only Account Administrators can access User Management, and this allows you to add other Account Administrators, Brokers or Support staff. Making sure that each individual in your team has their own login details is important from a process detail perspective. You can see which team member created a request, when and to whom it was sent.

Account Administrators have accounts just like a broker, which allows you to request statements from clients etc. You can also add or remove users from your account.

Broker. A Broker is able to request statements, and adding a new Broker normally results in an additional subscription being added to your account.

Support. A Support user can request statements on-behalf of a Broker. Support users do not result in a subscription fee, these are free of charge.

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.

When you add a new user it will show in your Pending invitations list.

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.

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 Account, you might like to set up sharing. For details, check out the guide HERE.