User Management allows you to add new users to your account, or remove existing users.
There are 3 types of users.
Account Administrators can request client bank statements and add or remove users. A monthly subscription is required.
Broker can request client bank statements. A monthly subscription is required.
Support can request statements on behalf of a Broker/Account Administrator. Support user accounts are free of charge.
To add a new user, click on the Add User button and fill in their name and email address information. 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.
They need to click on the link and 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, rather than being presented with the account confirmation page.
Delete an Existing User
When you delete an exiting user, you must first choose another user to transfer ownership of records to. Deleted users are no longer able to access their CashDeck account. Message our team via online chat to organise this.
Share access to statement requests with other users.
Now that you have created some additional users in your Account, you may need to set up sharing. For details, check out the guide HERE.