You require administration rights in order to add and remove users. The original subscriber is usually the administrator who controls user access. They can give authority to other users to administer users. Standard users cannot add or remove users for security reasons.

To add or remove a user to your online accounting file:

1. Click on My Saasu link on the top right.
2. When you are in the My Saasu screen, click on the subscription name e.g. ‘Subscription:YourCo’
3. Once you are in Manage Subscription screen, click on Add User link on top of the user list.
4. Fill in the details to invite the user using this form.
5. Select the Access Level for the files this user has access to.
6. If you want this user to be an administrator (add, remove, edit files and users) tick the box ‘This user has permission to manage membership details’. If not leave it blank.
7. Click on Invite.
8. They will receive an email that has an activation link which they have to click to accept the invitation. If the user is a new user to Saasu, they will have to fill in certain details including a password when accepting the invitation. If the user is already an existing user they will only have to enter their password when accepting the invitation.

Inviting Existing Users

If the invitation was sent to an existing user’s different email address, they will still be able to sign-in using their email address along with the password when he’s accepting the invitation.

Frequently Asked Questions

Why can’t I edit user settings if I am the administrator?

Saasu users can have access to multiple subscriptions and files so the user themselves needs to update their own details. Administrators can control whether or not they have access to file(s) but can’t control user details.

For the users to update their own details they just need to sign-in and then click on their name in the top menu bar. This will open up their user details which they can then be edited and saved.