Manage Users

 

You may give as many users as you’d like access to your MoneyMinder account.

Level of access is determined by a person’s Role that you select.

Click on the People button in the Main Menu bar.

Click Manage Users to add, edit or delete a user. As well as to assign their role in MoneyMinder.

To add a new user:

  1. Click Add New User.
  2. Enter their name and email address in the appropriate fields.
  3. Select a Role.
  4. 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:

  1. Click the Edit button associated with their name.
  2. Make appropriate changes.
  3. 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.

 

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