Easily invite your team members to join your workspace and collaborate efficiently in CashCloud. Follow these simple steps to set up your team quickly.
1. Access User Management
Log in to CashCloud: Start by logging into your CashCloud account.
Navigate to Settings: On the left-hand sidebar, click the Settings icon (gear icon).
Go to Users & Permissions: From the settings menu, select Users & Permissions to manage users within your workspace.
2. Send an Invitation
Find and click the Invite Users button.
Enter the User's Email: Provide the email address of the team member you want to invite.
Assign a Role: Select the appropriate role for the new user, which will determine their permissions within the workspace.
Select Payers: These are the Payers that the user will be able to create associated payments for.
