As an Admin user, you can invite unlimited users into any company within your Clockwork account at no extra charge! With configurable permissions, you can collaborate with teammates, advisors, investors, and any other stakeholders, while maintaining control over each user's level of access to each company within your account.
User Roles
Master Admin: This role is automatically assigned to the user who creates the company in Clockwork and makes the initial connection to the accounting software. They have access to everything, billing, invited in users, connected data, etc. Only the Master Admin can manually sync/disconnect the accounting software and change the user permissions of other admins. In order to change the Master Admin, the Master Admin has to assign the role to another user.
Admin: This user can do everything the Master Admin can do except manually sync/disconnect the accounting software and change the user permissions of other admins.
Editor: This role allows the user to edit assumptions, metrics, and scenarios, but they cannot manage billing, model settings, or other users.
View Only: This role allows the user to view dashboards, models, and scenarios, but they can not edit assumptions, metrics, or access any settings.
Inviting New Users to Your Company:
After logging in, click into Settings in the bottom left of your screen, then select the "Users" tab from the left menu.
Once you click "invite new users" in the top right of your screen, then enter the email addresses for the users you want to invite, and select a permission level from the drop-down for each user.
The invited will receive an email informing them of the invite and prompting them to view their account, so they can create a password to log into Clockwork.
Note: If the user already has a Clockwork account, they will see the new company added to the Account page. If they are a new user, they will see the company you invited them into when they first accept the invitation and login
Editing Users
Admin are able to manage users who have access to the company by going back into the Users tab and reconfiguring permissions.
If you’d like access to another company that’s already on Clockwork, just reach out to any Admin user(s) on that account, and they can invite you in by following the steps above.