How to Add, Edit, and Remove users
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With MoneyMinder, you can add as many users to your account as you need.
Each user’s access is based on the Role you assign to them. We recommend limiting account access to board members.
To add a user, start by clicking your Name at the bottom of the sidebar.
From the pop-up menu, select Settings.
Next, select Group Settings.
Then click Users.
Click Add New User.
Enter the user’s name and email address, then choose the appropriate Role. If you’re adding a treasurer, assign them the Administrator role.
When you’re ready, scroll down and click Send Invite.
The user will receive an email invitation with a link to create their password. Once they’ve created a password, they’ll be prompted to log in.
Edit or Remove a User
To change a user’s role, click the Edit button to the right of their name.
Select the new role by clicking the appropriate radio button, then click Save.
To remove a user, click the Delete button associated with their name.
Users can update their own email address or password by clicking their name at the bottom of the sidebar and selecting Settings from the pop-up menu.
Note: Administrators cannot update this information on behalf of a user.
Is there any way to assign a user “banking” access but only to a specific banking account?
Hi Maggie,
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.
Warm regards,
Julie
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!
Hi Leslie,
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.
Is it possible to customize the approval workflow so the approvers of a specific budget line items are the ones who approve it, or can anyone approve a request?
Hi Rachel,
If you have different approvers for specific budget line items, you could create separate reimbursement workflows for each and then assign the appropriate approvers to each workflow. You may want to look at the article “How to use Reimbursements”.