How do I Manage Users ?
Written by Joseph Godwin
Updated over a week ago

The Users section allows you to manage a list of hibooks users in your company. You can create as many as you want in the system by allowing different access to users and edit their roles. You can also give access to your business if you have an issue and you need support to help that involves looking at your data. Learn how to add a Person and how to manage Business Overview.

How do I Add a User ?

  • Go to System Settings at the bottom left of your hibooks page.

  • Select Users from the sidebar menu of Settings.

  • Click on Add User.

  • Learn how to complete the information here.

How do I Edit User ?

  • On your Users page, click on the name of the user you want to edit.

  • First Name, Last Name, Email fields are non-editable.

  • The edit user feature is useful to change the user's permissions and the person assigned to it.

  • Click on Save when you have finished your changes.

How do I Enable Support ?

In the System Settings of hibooks you can enable support to have access to your data from your business to solve an issue you may have.

  • On your Users page, click on Enable Support.

  • Click on Allow and the support team will have access to your data.

How do I Filter and Disable a User ?

  • You can filter to find a user by either clicking on Filter and looking per feature or by using the search bar.

  • It is also possible to export the list of users by clicking on the Export button.

  • You can also disable a user by clicking on the button with three dots on the user you want to disable and then by clicking on Disable Access.

How do I Invite an Accountant ?

It's possible for you to invite a person, such as your accountant, to become a user on your hibooks account to check the data and make changes directly.

  • To do this, click on Invite Your Accountant to hibooks.

  • Enter the email address and click on Send Invite.

  • The person will receive an email with a link to access your hibooks account. Your accountant will how have full access to your account, to check information and to make the changes needed.

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