Add a user
OnBalance allows you to invite other people to access your company’s data. To do so, you need to add new users in OnBalance.
Notes
- You cannot invite other users with a trial version of OnBalance.
- If you are using OnBalance Express, you can have no more than two active users.
- From the company setup menu, choose Users.
- Click New User.
- Enter the new user’s name and email address.
- Click Send Invite to send the user an invitation by email. The email message contains a link for the user to create a login for OnBalance.
Note: This email address does not need to be new user's login email address; the user can define a login email address after clicking the activation link in the invitation email.
- Do one of the following:
- If you want to give the new user access to all your company data, mark the Admin checkbox to make the user an Administrator.
- If want to give the user permission to see or manage (add, edit, and delete) certain kinds of data, leave the Admin checkbox unmarked, and mark the Assign checkbox for one or more permission groups.
- Click Send Invite.
After you send the invitation, the new user will appear in the Users screen with a status of Pending – Email Sent. This status means OnBalance has sent the invitation email but the user has not yet clicked the activation link in the email to create an OnBalance login.
When the user clicks the activation link, they will be prompted to create a login and password. The user will then be able to access your OnBalance license, and the user’s status will change to Registered in the Users screen.
The availability of some or all of these features depends on your version of OnBalance.