You may give as many users as you’d like access to your MoneyMinder account. The level of access is determined by a person’s Role that you select.
Click on the Settings button in the upper right-hand corner.
Scroll down to the Users section of the page to add, edit or delete a user. As well as to assign their role in MoneyMinder.
To add a new user:
Click Add New User:
Enter their name and email address in the appropriate fields:
Select a Role:
Click Send Invite:
This will send an invitation to the email address you provided, assign them a password to use for logging in, and provide them a link to access your MoneyMinder account.
To edit or delete a user:
Click the Edit button associated with their name:
Make the appropriate changes. When finished, click one of the following:
- Cancel to leave this page without making changes and return to the main list of users with MoneyMinder account access.
- Delete to remove this user from having MoneyMinder account access.
- Save to save the changes you made and return to the main list of users with MoneyMinder account access.
NOTE: MoneyMinder does not allow you to change an email address. If you’d like to log in using a different email address than what’s been set up for you, add yourself as a user with that email address, log out & back in using that email address to ensure it works. Then delete the email address you do not wish to have associated with your account.
I don’t see where there is a People option at the Main Menu bar, only Contacts. Under Contacts I do not see an option for Add New User. Is this not available in the free trial?
Hi Kimberly, we changed the name of that tab from People to Contacts recently. It looks like the help article still showed it as People. I’ve corrected that. Thanks for your eagle eye!
Is there any way to assign a user “banking” access but only to a specific banking account?
Great question. The banking user role has access to all of banking, it cannot be defined to just one bank account. Thank you and please let us know if we can help any further.
We use Money Minder for our scout troop. Is there a way to delete a scout or make inactive when they leave the troop? Thanks!
If you have a scout that has become inactive in your group and they have no banking attached to the contact in an activity account, you can delete that contact. If that contact has banking attached, you can’t delete them in that financial year, but you can delete them when you pull your contacts over into your new year (they will stay in prior year). We recommend using a Tag such as “Inactive” so you can sort your contacts and not include someone who is inactive.