How to set up a new user

Follow this guide to set up a new user for Paid Lite

This guide assumes you have the correct level of access to create new users. 

From the main menu select, the "Users" menu item, if it is not there you do not have the appropriate person who is responsible for administration. 

Screenshot 2024-02-05 at 13.43.06With the users menu item select, your current users will load into the right hand side of the screen, across the top you will see a button for "Invite User"

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Clicking "Invite User" will take you through to the user creation journey (you maybe asked to choose a department for the user first) Once on the screen complete the information for the new user. Depending on your setup the new user may need to be approved by another member of your company. 

User Permissions

Choose the permissions that will suite your new user. 

Screenshot 2024-02-21 at 11.41.34

Note: You will not be able to give a permission which is higher than yours.

Once approved the new user will be sent an email, with instructions on how to set up their account on Paid Lite.