Guide Categories

Users

The Users screen allows administrators to easily manage user accounts by adding, editing, or removing users.

Overview

User management is essential for businesses aiming to delegate accounting tasks while safeguarding sensitive information. The Users screen in Accounter provides comprehensive controls for:

  • Creating and managing user accounts
  • Assigning appropriate roles and permissions
  • Controlling access to specific businesses and features
  • Monitoring user activity and access levels

Creating a New User

To create a new user in Accounter:

  1. Navigate to the Users screen
  2. Click the New User button
  3. Fill out the new user form with the required information
  4. Set the appropriate role and permissions
  5. Click Create to add the user

Note

When creating a new user, be sure to use an accurate email address. This is where account activation and password reset emails will be sent.

For detailed information on filling out the new user form, refer to our comprehensive User — Edit guide.

Administrator and Restricted Users

When adding users, you can select either an Administrator or Restricted user role:

Administrator Role

Creating a user as an Administrator grants them significant privileges:

  • Full access to the entire Accounter system
  • Access to all businesses and settings
  • Full control over all other user accounts
  • Ability to create, modify, and delete any data within the system

Warning

Administrator access should be granted sparingly and only to trusted individuals who require full system access.

Restricted User Role

Restricted users have their access limited to specific businesses and functionalities:

  • Access only to businesses specifically assigned to them
  • Limited capabilities based on permission settings
  • No access to global system settings
  • Unable to create or manage other user accounts

When you create a restricted user, their username will list the businesses they can potentially access. However, initially, restricted users won't have actual access to any listed business. You must specifically configure permissions for each business.

Setting User Permissions

To set up or edit a restricted user's permissions for a particular business:

  1. Go to the Users screen
  2. Find the restricted user in the list
  3. Look for the business name listed below their username
  4. Click on the business name to access the permissions settings
  5. Configure the appropriate permissions for that user and business
  6. Save your changes

See our detailed User Permissions — Edit guide for further instructions on configuring precise access levels.

Impersonating a User Account

Administrators can easily confirm exactly what access a restricted user has by impersonating their account:

  1. Go to the Users screen
  2. Find the user you want to impersonate
  3. Click the Impersonate button located next to the username
  4. You will be logged directly into the selected user's account, allowing you to verify their permission settings and visibility
  5. To exit the impersonated account, click the Logout button in the top-right corner

Pro Tip

User impersonation is an excellent way to verify that your permission settings are correctly configured. It allows you to see exactly what the user sees and ensure they have access to the necessary features without compromising security.

Uploading a Custom Logo

You can personalize the user login screen experience by uploading your company logo:

  1. Navigate to the Users screen
  2. Click the image icon next to the New User button
  3. Choose your logo image file when prompted
  4. Upload the file
  5. Your logo will now appear on the login screen for all users

Pro Tip

For optimal display, use a logo with transparent background in PNG format. Recommended dimensions are 200-300px wide for best appearance on the login screen.

See our dedicated Logo guide for full instructions on customizing your Accounter branding.

Best Practices

  • Regularly review your user list and their permissions, especially after staff changes
  • Remove or modify access for users who no longer require it
  • Ensure current permissions align with each user's responsibilities
  • Use accurate email addresses for account activation and password resets
  • Grant administrator access sparingly and only to trusted individuals
  • Use impersonation to verify permission settings are correct
  • Upload a professional logo for a branded login experience

Note

Regularly review your user list and their permissions, especially after staff changes in your organization. Remove or modify access for users who no longer require it, and ensure current permissions align with each user's responsibilities.
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