Users

The Users feature allows you to manage multiple users under the same account, with fine-grained permissions for each. This is especially useful for teams who want to share access to the app without giving full control to everyone.

Permissions

When adding or editing a user, you can assign specific permissions depending on what access you'd like them to have:

• Show transactions — Allows the user to view the Transactions screen
• Enable refunds — Allows the user to issue refunds from the Transactions screen
• Show products — Allows the user to view the Products screen
• Enable editing products — Allows the user to archive existing products and add new ones
• Show tax rates — Allows the user to view the Tax Rates screen
• Enable editing tax rates — Allows the user to add new tax rates
• Show payouts — Allows the user to view the Payouts screen

Add a user

To add a new user:

1. Access the "Feature" menu positioned at the top right corner of the home screen
2. Tap on the "users"
3. Tap Add user
4. Enter a Display name and Email
5. Select the permissions you’d like to assign
6. A password setup link will be generated. This is shown only to you, the account owner — share this link with the user so they can set their password and join your account.

Note: If the email you entered is already associated with another Paid account, the selected permissions won’t apply immediately. You’ll need to re-set them once the user joins your account.

Edit or remove a user

To manage an existing user:

1. Access the "Feature" menu positioned at the top right corner of the home screen
2. Tap on the "users"
3. Tap their Display name or Email
4. Adjust their permissions as needed
5. Tap on "save changes"

To delete a user, tap Delete user and confirm.

If a user has lost access (e.g. they’ve changed devices or forgotten their password), you can tap Reset password. A new password setup link will be generated — just like when first adding a user. Share this link with them so they can regain access.