Inviting your team members

Modified on Wed, 27 Sep 2023 at 07:01 AM

Help your team access your Benji Pays account by setting up separate user login accounts for each person. Here's how:

Step 1: Log into Benji Pays

Login to your Benji Pays account.

Step 2: Navigate to User Management

In the left-hand blue menu, select "Settings," then proceed to "Manage Users."

Step 3: Add a New User

Click the "Add New User" button to start the user invitation process.

Step 4: Configure User Details

  • Enter the user's email address.
  • Toggle the "Company Admin" switch on/off as needed.
  • Assign specific permissions.
  • Activate email settings for the user.
  • Click "Invite User."

Step 5: Confirmation and Close

Receive a confirmation message indicating that the invite has been sent. Close the pop-up window by clicking "Close."

The invited user will receive an email invite( Please see screenshots below), granting them access to set up their personal login account. If the invited user already has a Benji Pays account with another company, they can accept the invitation using their existing credentials. In Benji Pays, they can conveniently switch between linked companies.

Create your account with your email address or choose your Intuit QuickBooks login details to save you from creating a separate login for Benji Pays.

This is an example of the email you will receive once the user accepted the invite and their account has been linked to your company

Additionally, user email settings and permissions can be effectively managed on the Manage Users page, providing you with full control over your team's access and privileges.

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