On our platform, you can register all your company's employees and partners. This way, everyone has access to their own profiles, cards, and transactions.
To start, only users with the Admin role can create new users.
If you are a user with the role of Employee, Manager, or Accountant, you need to request an Admin to follow this step-by-step guide to create a user:
- Access the Management menu, and click on the Team tab;
- Then, click the + Create User button;
- Fill in the user's personal details (Full name, CPF, Date of birth, Email, and Phone);
- Select the user level (Admin, Manager, Accountant, or Employee);
- Choose or create a new group;
- Choose or create a new location;
- Verify all the information;
- Click Create User.
After creation, the newly created user will receive an account activation link at the registered email to set up an access password. Learn how to proceed if there is an error activating the account.
Immediately after user creation, you can also create a new card under your ownership.