Crunchafi

Adding Client Users to Crunchafi Lease Accounting

The article provides a step-by-step guide for adding new users to a client account in Crunchafi Lease Accounting by navigating to the Client Account, accessing the Administration Tab, clicking the add user button, entering the required user information and roles, and sending an invitation email for account creation.

Adding Client Users to Crunchafi Lease Accounting

This article shows the steps for adding users to client accounts.

  1. 1.

    While on the main client account screen, click into the Client Account that needs to have a new user added.

  2. 2.

    At the top of the Client's My Leases page, click on the Administration Tab.

  3. 3.

    The Administration Tab will now display a table showing all enabled users.

  4. 4.

    Click on the button in the top right of the table to add a new user.

  5. 5.

    This will open a new window requesting the required information to add the user. The roles that can be granted to users and their functions are described below.

    Tip: Crunchafi recommends that all client accounts have at least one Administrator.

  6. 6.

    After filling out the user's information, click the Invite button. An invite email will be sent to the user, allowing them to create their Crunchafi account.