Home > Settings > Manage Users
As a security measure, before you can add users, you must first verify your phone number. Once you have, Kashoo allows you to add more users that can access your Business.
There are 4 types of roles a person accessing your Kashoo business can have. Each of the 4 roles has a different access level:
After users sign up for a user account with Kashoo, they are usually taken to a page that allows them to create a business. The person who first creates a business is labeled the Creator. The creator will always have full access to the business file. Unless the users have entered another name and email address as the person responsible for billing inquiries.
These users have the same level of access as the Creator of the business account. They have the ability to change payment plans, add or delete business records, and cancel the business account with Kashoo.
View / Edit Only
Users who are given a View / Edit Only status will be able to enter records, edit records, view financial statements, and create invoices. However, users with a View / Edit classification cannot delete entire business files, change billing information, or change users' access levels. View/Edit is ideal for giving access to users who will be performing data entry but don't need full control over the account.
Users who are given the View Only status will not be able to add, change, or remove any records from the business file. They are given access to view all the transactions as well as being able to view reports and export them to a PDF / Excel format to print or view. This access level is recommended for an auditor or advisor who wants to see your financials.
Adding a New User
To add a new person with access to your Kashoo business, click on the + Add User link below the list, then complete the form and click on the Add User button.
The new user will receive an email. They will not become active and their role cannot be changed until they login to Kashoo.
To change a person's role, click on their "Access Level" dropdown menu and select a new role.
Remember that there must be someone with the Admin and Billing role and that there can be only one person in that role. If you need to change who that person is, you must change the current Admin and Billing person to another role AND assign another person to that role before the Save button will become active and allow you to save your changes.
Remove a User
To remove someone's access to your business, click the - Remove link to the right of their role. Kashoo will confirm you really want to do that. Click on the Remove button and their access will be removed from your account.
To exit the Settings section, click the X in the upper right.