Page | My Profile: User Management Follow
Page | My Profile: User Management
How to Add, Edit, and Delete Users in Autymate | Transactions
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Do you have other people in your company who need to import data into QuickBooks Online using Autymate | Transactions automatically? If so, you can add new users to Autymate | Transactions easily.
An Overview Of the User Management Tool in Autymate | Transactions
To add, edit, or delete an Autymate | Transactions user, select the user icon and then select Profile in the accompanying dropdown menu.
Then in the profile screen select User Management. Clicking this button will then take you to the User Management grid.
Adding New Users in Autymate | Transactions
To add a new user, select Invite User while viewing the **User Management **table.
Specify a new email, user status, and optional personal message, and hit send. New users will receive an email invitation that will prompt them to create a password. Once a password has been created, a new user will sign in to Autymate | Transactions on the home page.
User Status
At the top of the table, you can quickly observe the number of available user licenses, pending users, disabled users, and canceled users.
If selected, the Pending Users, Disabled Users, and Canceled Users counters also function as filtering tools.
Active Users
Active Users are users who have been invited to the Autymate platform, completed their account registration, and are currently able to leverage Autymate within the scope of their user permissions.
You can filter your table view in the User Management Tool to show only active users by selecting the Active Users Filter at the top of the table.
Invited Users
Invited Users are users who have been invited to the Autymate platform, but have not yet completed their account registration. Invited users can check the inbox of their associated email addresses in order to complete registration.
You can filter your table view in the User Management Tool to show only invited users by selecting the Invited Users Filter at the top of the table.
Disabled Users
Disabled Users are users who were previously marked as active but do not currently occupy any licensures. As an administrator, you can disable an active user at any time in order to free and reallocate that user’s licensure.
You can filter your table view in the User Management Tool to show only active disabled users by selecting the Disabled Users Filter at the top of the table.
Adding New Users in Autymate | Transactions
To edit the information or privileges of an existing user in Autymate | Transactions, locate the respective User within the User Management table. You can do so by using the search bar at the top of the window or scrolling through the table manually.
Once you have found the correct User, make your changes. Autymate | Transactions saves data entries automatically, so the changes you make will persist without hitting save, even if you navigate away from the page.
User Roles
The following roles are available to be assigned to each invited user:
- Billing Admin (Most Privilege): Users with this role can add new users, edit data, manage the subscription, and edit payment information.
- Subscription Admin: Users with this role have the ability to add new users, edit data, and manage the company’s current subscription plan.
- Administrator: Users with this role have the ability to add new users and edit data.
- Editor: Users with this role have the ability to see and edit data.
- Read-Only (Least Privilege): Users with this role have the ability to see but not manipulate data.
Deleting Users in Autymate | Transactions
To delete an existing user in Autymate | Transactions, locate the respective User within the User Management table. You can do so by using the search bar at the top of the window or scrolling through the table manually.
Once located, remove the User by selecting the trash icon next to the User’s name. Clicking the Trash icon will remove the User from the User Management table altogether. For this User to successfully log in to Autymate | Transactions again, the User will need to receive another invitation.
Alternatively, you may disable a current user by selecting the disable option next to the User’s name. Clicking the Disable button allows you to disable and reenable the User at any time without sending another invitation to that User.
Troubleshooting: What to do if invited users did not receive your email invitation
Learn what to do if invited users did not receive, or can’t find, your email invitation to use the Autymate Platform.
Have you invited a user, but they didn’t receive their invitation or their invitation is missing? If so, we’ll help you find out what’s happening and resend the intation.
Why aren’t my invited users receiving their email invitations?
- The invitation might be in their junk or spam folder. PLEASE CHECK THE SPAM FOLDER FIRST.
- The company’s email address is incorrectly formatted in Company settings.
- The recipient’s mail servers might be blocking the email.
- The invitation may have already expired. Email invites expire after 30 days from when it was sent.
Tip: If the invitation email can’t be found or has expired, resend the invitation by following the steps found below in How to resend an invitation email. | |
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Resend an invitation email
Step 1: Check if your email address is correct
- Go to Profile ⚙.
- Select User Management tab.
- Select Invited Users tab.
- User User check to make sure the email is spelled correctly. Even if it looks correct, carefully review the email address.
- If it not correct set the user as Disabled
- Then invite a new user and ensure you have the email spelled correctly.
Step 2: Resend the user invite
- Go to Profile ⚙.
- Select User Management tab.
- Select Invited Users tab.
- Find the user you need to invite again.
- Select Resend invite in the Action column.
Note: If you don’t see the option to resend and the status shows Active, it means the user accepted your invitation to join your company and already set up a login. They can now log in to app.autymate.com and start working on your Autymate company.
Whitelist Autymate’s email server hostnames to avoid invitations getting tagged as spam
If they still don’t receive your email invitation, it’s possible that their mail servers block emails from Autymate.com.
You can ask IT to whitelist @Autymate.com email server hostnames and IP addresses so invitations won’t get recognized as spam.
- Access billing from the Profile Logo of the account in the upper right corner > Settings > Billing
Compare Plans
- Click on Compare All Plans to bring up the pricing tiers and features of each Plan.
Check-out Process
Enter Payment Details upon Choosing a Plan > Enter Payment Details > Click on Buy Now
- Choose a Plan
- Enter Payment Details
Invoicing
Click on Billing History to pull up paid invoices.
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Click on Billing History
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Paid Invoice Section
View previously paid invoices.
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Upcoming Invoice
View incoming invoices to be paid. -
Export to Excel and PDF
Choose to download invoice data between Excel or PDF.
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