Managing Users
You may invite an unlimited number of users to your Anedot account.
To invite a user, enter the user’s personal email address within the Invite User field. Then select their access level (see descriptions below). Click Send Invite.
If the user is new to Anedot and does not yet have an AnedotID, they will be sent an email invite. Within the email, they will access the link to create their own AnedotID. The AnedotID will need to be created using the same email the user was invited with.
If you are inviting a user to your account that has an existing AnedotID, once successfully invited, your account will appear in their Account List within their personal AnedotID dashboard.
Standard Access
Action Pages: View, Edit
Finance: View Transactions and Commitments
Billing Agreements: View
Relationships: View and Edit Contacts
Integrations: View
Standard with Export Access
Action Pages: View, Edit, Export
Finance: View, Edit, and Export Transactions and Commitments
Billing Agreements: View
Relationships: View, Edit, and Export
Integrations: View
Admin Access
Action Pages: View, Edit, Export
Finance: View, Edit, and Export Transactions and Commitments
Billing Agreements: View and Edit
Relationships: View, Edit, and Export Contacts
Access Management: Edit Users, Edit Connected Accounts
Account Management: Edit Account Details and Configuration, Bank Accounts, and Funds
Integrations: View, Edit, and Export
Super Admin Access
Super Admin have access to all tools and settings available to an Anedot account. Only Super Admin users on an account can provide Super Admin access to another user. If a Super Admin should be removed or set to a lower access level, only Anedot staff can make the adjustment. Please contact us at help@anedot.com for further assistance.
Unable to find the access level you need? Check out the Managing Permission Sets guide below to create custom access levels.