A user is any employee, subcontractor, or even customer that you allow access to. Typically, setting up a user grants that person access to SaaSphalt so that they can sign in. Once signed in, that user has access only to the sections to which you allow them.

Allowing additional users to be added to your account:

1. In SaaSphalt, click the gear icon in the upper-right hand corner.

2. Click Preferences.

3. Click Users.

4. Click Invite User.

5. Select either Invite employees listed in QuickBooks or Invite someone else by clicking on the circle next to each option. Invite employees listed in QuickBooks is selected by default.

• Inviting employees using QuickBooks: A group of names appears as well as a check box next to each name. Check the box next to each name that you wish to add/invite and enter the appropriate Email address

• Inviting someone else: Enter the name and Email address of the person you wish to add/invite

6. You can then decide which permissions you wish to allow the user to have access. For a quicker process, or if you are unsure of which permissions to set, select a user’s name from the drop box to set the user’s permissions similar to that already established user name and then click or unclick the boxes next to Give the invited user full Administrator permissions and/or Give the invited user full Customizer permissions as needed. Note that only Administrators can access some of the more advanced functions: adjusting subscriptions, changing the display, editing users, accessing the QuickBooks sync data, etc... This can be changed at any time by anyone with Administrator privileges (though only the initial account can change users who have been granted Administrator privileges).

7. Ensure the information provided is correct, then click Invite.

Editing User Settings and Account Permissions:

1. In SaaSphalt, click the gear icon in the upper-right hand corner.

2. Click Preferences.

3. Click Users.

4. Use the drop box to select between Active Users, Inactive Users, and Invited Users and then find the user you want to edit. To make it easier, use the Search box by typing in the user's name or email address.

5. Clicking on a user will bring you to the Edit User screen. From this screen you can:

• Manage the user's permissions and active features by clicking on Manage User Permissions & Subscriptions
• Activate or Deactivate using the check box next to User is Active
• Edit the user's name using the User Name text box
• Link a user to data in your QuickBooks file by using the drop box under Link to QuickBooks Entity
• Change the Email address to which the user receives notifications
• Edit the user's Email signature
• Adjust the user's Email settings to use either the company or a personal Email setting
• Send Email or SMS alerts before activities are due
• And edit other account permissions 

         6.  If you have made any changes, click Save.

Editing Your Own Profile:

You may choose to edit your own profile using the same steps used in editing a user profile. Or you can do so by:

1. In SaaSphalt, click the gear icon in the upper-right hand corner.

2. Click Preferences.

3. The Profile screen should be the default screen, if not click Profile.

4. From here you can change your sign in Email, password, and see any connected accounts. 

5. If you have made any changes, click Save.

6. To adjust your Email settings, follow steps 1 and 2 above and then click Email.

7. From here you can change the Email address that SaaSphalt uses, design a custom Email signature, and choose between using company Email or personal Email settings. 

8. If you have made any changes, click Save.