Add Users in GetMyInvoices

You can add additional users to your GetMyInvoices account and specify which settings and features they have access to. There are two ways to do this: You can invite someone via email, or you can create the user directly in the account.

To learn about the rights associated with each role, see User Roles.

Option 1 Invite users via email

• Click on your name in the upper-right corner.
• Click “Users.”
• Select “Invite Users.”

• Now enter the email address of the person you want to invite.
• Select the user role.
• Write a short message.

• Click “Send Invitation.”

The person will receive an email and can create an account using the link in the email.

Option 2: Add a user in the account

• Click on your name in the upper-right corner.
• Click “Users.”
• Select “Create User.”

Now enter all the information for the person for whom you are creating the account:

• Title
• Email Address
• Password
• Click “Save”

Important: You must provide the user with the login credentials. To do so, use the option to send the login credentials via a one-time link. To do so, use: ReadOnce Encryption

For more information about the “Users” theme, see: User Management