The Users & Permissions page allows you to create users, roles, and assign permissions within your CashCloud account.
Use the left navigation sidebar to navigate to Settings, select the Company subgroup, and click Users & Permissions. The dashboard will give you an overview of all users with access to your company’s CashCloud account, including their name, role, email, phone, and the date the user was added.
You can search for users with their name or email by using the search bar on the upper left side of the page.
Note: Many Users & Permissions features will only be available to team Admins.
Invite Users
To invite a new user, select the Invite Users button at the top right of the page. Enter the desired user’s email and select a role from the dropdown menu. Once both information fields are filled out, click Send Invitation to invite the user.
Users will receive an email from CashCloud alerting them that they have been invited to join your team. To accept the invitation, they must follow the instructions in the invite email.
Note: To add emails, type the email address and then hit enter or comma. You can invite up to 10 users at a time.
To see the status of your invitations, navigate to the Invitations section on the Users & Permissions dashboard. Here, you can see a table with the invited user’s Email/Role Name, Status of the invitation, and the Date the invitation email was sent.
To resend an invitation, select the paper airplane icon. To delete an invitation, select the trash can icon.
Manage Users
You can edit and delete users from the Users & Permissions dashboard. Simply select the pencil icon next to the user’s name to open up their profile.
Edit the user’s name, email, phone number, and profile picture under General Information. Change the user’s Role and Payor under Assign Role & Payor.
Delete a user by selecting the Delete User button on the top right of their profile page.
Creating and Editing Roles
CashCloud allows you to create and customize your company roles. To get started, select the Roles section from the Users & Permissions dashboard. You will be redirected to a table that shows all the active roles within your CashCloud account. To create a new one, select the purple Create Role button.
In the pop-up window, enter a Role Name, Description, and adjust Permissions (see Assigning Permissions for more information). To save your new role, click the purple Create Role button at the bottom of the pop-up window.
Note: You can also create a role from any Select Role dropdown menu. Simply type the name and click on the button to add it. In order to add permissions to the new role, you have to configure them in the role section.
Assigning Permissions
When creating a new role, CashCloud gives you the option to customize how users with the assigned role can engage with the CashCloud ecosystem.
When creating a new Role, you have the option to adjust Permissions for the following categories:
Dashboard
Payments
Payees
Payors
PayShift
Printers
Reports
Bank Accounts
Banks
Data Groups
Output Manager
Users
Approvers and Signers
Within each category, you can further configure permissions to allow users to execute all actions, or only specific actions, related to the parent group. Permissions can be adjusted or deleted at any time.
Note: For example, you could add a Print Manager role that only has permissions to manage printers and send payments to output.