If you've already created users in your firm and want to change their access rights, follow the steps below to complete this.
Click your avatar in the top right. If you didn't load your picture into your profile, you will see your initials.
Select users & access
If you haven’t created users in your Paiday Hub then follow the steps here to do that.
There are two ways you can grant users access to clients.
Using the Users Tab.
Using the Access tab.
Granting User Access Through the Users Tab
The Users tab gives you a view of all current users inside your Paiday Hub account. There are two ways that you can grant access to users from the Users Tab.
One-by-one access
Click the pencil to the right of the user's name in the users table.
Once the screen loads scroll down to the “Access to Clients” section.
Select all clients or choose individual clients that you want the user to have access to.
Scroll up to the top of the page and click “Save Changes.”
Bulk access
You can grant access to clients via bulk by clicking the check box next to each user name or the header check box to select all.
Once you do this you'll see an option that says "Manage Access." Click that.
On the next page that loads you can choose the clients that the users will have access to by clicking the check boxes next to each client, or using the select all checkbox in the table header.
Scroll up to the top of the page and click “Save Changes.”
Granting User Access Through the Access Tab
The Access tab is a different spin on User Access. This will show you all your clients instead of the users and you can grant permissions two ways.
One-by-one access
Click the pencil to the right of the client in the clients table.
Once the screen loads scroll down to the “Users with Access” section at the bottom of the page.
Click the check boxes to the left of each user you want to grant access or the select all check box in the table header.
Scroll up to the top of the page and click “Save Changes.”
Bulk access
You can grant access to users in bulk by clicking the check box next to each client or the header check box to select all clients.
Once you do this you'll see an option that says “Manage Access.” Click that.
On the next page that loads you can choose the users that will have access to the clients you selected by clicking the checkboxes next to each user, or using the select all checkbox in the table header.
Scroll up to the top of the page and click “Save Changes.”
Using either of these options to grant users access through the Users or Access tabs will allow you to manage access rights inside of Paiday Hub.