Manage users and their roles
The Agency Accounts screen shows the team of the selected branch, grouped by role. The role gives each user a set of base permissions, which you can then adjust. See Adjust permissions with profiles.
Roles
| Role | What it allows |
|---|---|
| Owner | All screens and all permissions of the company |
| Company administrator | Administration of all branches |
| Branch administrator | Administration of the branch |
| Accountant | Invoicing, suppliers, accounting; all accounting permissions except permission management and online payment |
| Advisor | Quotes, orders and invoices, dashboard, reports; customer account: viewing, collections, allocation, customer portal |
| Read-only | Dashboard and reports, with no creation or editing |
Add a user
Switch to the relevant branch, then open Agency Accounts, Users tab.
Click Add a user.
Fill in Last Name, E-mail, User Role (Advisor, Agency Admin or Accounting) and Comment. All fields are required. Leave Invite user immediately turned on.
Click Save. The user receives an email invitation to log in, and CAPPS shows Invitation sent to followed by their name.
If adding the user fails, CAPPS shows the reason, for example that the number of licenses is exceeded, or An error occurred while adding the user. The Add a user button only appears if you have the matching permission.
Manage a user
Each row shows the name, email, role and license (until, expires in, License expired or No due date). The Google and Invitation pending badges show how the user signs in.
- Change role: click the role badge and choose another one. Confirm: the user's permissions become those of the new role (profile, exceptions and accounting permissions reset to the role's).
- Invite user: sends the email invitation again.
- Reset password: an email is sent to the user.
- More actions menu: Revoke the invitation, Restore access (Google account: sends a link valid for 1 hour to set a password), Deactivate user, Remove from branch.
- Reactivate: on an account in the Deactivated accounts section.
Use the Search for a name or email box and the All, Active, Deactivated or License to renew filters to find an account.
What CAPPS refuses
You cannot manage your own account or the account of a user with a higher level than yours: the buttons do not appear on those rows. You also cannot assign a role higher than yours. Only an owner can appoint an owner.
A user whose license has expired can no longer log in. The user stays visible in the list with the label License expired: have their license renewed.
The team shown is that of the branch selected in the header. To manage another branch, switch branches first.