Add Users and User Groups
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Add Users and User Groups
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This document will guide you through the User Settings and the User Groups tabs accessible under Admin Settings.
In the User Settings tab, you can add individuals to MakersHub and customize their permissions, allowing you to position each user based on their role in the bill approval or payment process. Once the users in your organization have been added, you may create User Groups to mirror your organization’s structure.
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User Settings: Add New Users
To add a new user, simply type in the First Name, Last Name, and Email. Click the green Add New User button that appears.
.png "Add a New User(2).png")
The invited user will then receive an invitation in their inbox to create their account in MakersHub (shown below).
User Settings: User Access
Access | Details |
|---|---|
Role | Reference point to help identify a user’s position in the company. |
Permissions | Determines what features users have access to. Granting Admin permission allows a user to have access to all pages without an approval limit. |
Default Page | Landing page that appears when logging into MakersHub. |
Approval Limits | Assigns a maximum threshold in which users are allow to approve a bill or a payment. |
Supervisor | Assign a supervisor to approve bills above an approver’s limit. To do this, Allow Approval Above Limit should be toggled on. Go to Bill Settings>Approval Workflow>Allow Approval Above Limit to allow users to approve bills above their limit and automatically route bills to their Supervisor. Learn more here. |
Approval Limits
Bill approval and payment limits are automatically set to $0. Be sure to set an approval limit so that users can approve bills/receipts or authorize payments!
Permissions
Dashboard - High level overview of AP queue.
Tab Access
Bills - Review and approve assigned bills.
Receipts - Review and approve assigned receipts.
Payables - View approved bills and schedule payments.
Payments - Review and authorize assigned payments.
AP Archive - Gives users access to see all bills/receipts in the system.
Vendor List - Allows users to have access to the vendor list in MakersHub. Here they can view and create new vendors.
Users with accounting access can also add vendor payment information.
Time Tracking - Timesheet tracking module (available in QuickBooks Desktop at this time).
Integrations - Gives users access to the QuickBooks integration as well as the integration mapping.
Accounting Access - Gives users permissions to view the GL Account, Class, and Billable Status for all bills/receipts. Additionally, users with Accounting Access can add vendor payment information.
User Groups: Creating User Groups
User groups are teams that can be created to reflect your business structure. These groups are useful when creating approval workflows where only one member of a specified group needs to approve a bill or payment.
To create a user group, type the Group Name and the Group Description and click Add User Group. Consider the example below, where we are creating an AP Department user group.
Then click the Add user… dropdown and select the members you want to be part of the group. Click Update when done.
Now, when creating approval workflows, only one member of the AP Department would need to approve a bill for it to become a payable.
.png "Approval Workflow User Group(1).png")
