Managing user access

Add colleagues to your Appcrual account so they can raise purchase requests, work with purchase orders, or help manage account access.

What you can do from the Users page

Invite a new user to your company account
Choose the level of access they should have
View existing users and their current role
Revoke a pending invitation or remove a user from the company

How to invite a user

In Appcrual, go to Settings.
Open Users.
Click Invite.
Enter the user's name and email address.
Choose a role from the Role dropdown.
Review the Role Permissions panel on the right to confirm the access level.
Click Send invitation.

Appcrual sends an invitation email to the address you entered. The user clicks Get Started and then chooses one of these options:

I already have an Appcrual account.
I don't have an Appcrual account.

Until the invitation is accepted, the user appears in Pending Invitations.

User roles

Owner
Full access to the company account, including the highest level of account control.
Manager
Can manage day-to-day account access and invite users, but cannot invite another Owner.
Employee
Standard working access for team members who need to use Appcrual as part of their day-to-day work.
Purchase Requests
Limited access for users who only need to raise or work with purchase requests.
No Access
Keeps the user on the account without giving them access to company data.

How Appcrual handles role permissions

Role permissions are shown on the invite screen when you choose a role.

Access is layered:

Employee includes access from Purchase Requests
Manager includes access from Employee and Purchase Requests
Owner includes access from Manager, Employee and Purchase Requests

This makes it easier to choose the lowest access level a user needs.

Manage existing users

On the Users page, you can review:

Name
Role
Last logged in

If a user no longer needs access, you can remove them from the company account.

Manage pending invitations

Pending invitations appear in a separate section with:

User name
Email address
Selected role
Invitation date

If the invitation is no longer needed, click revoke.

Important behaviour and limits

Only users with Manager access or above can open the Users page
Managers can invite users, but they cannot assign the Owner role
Non-owners cannot remove users with Manager or Owner access
You cannot send a new invitation if that email address is already invited and the invitation is still open
You cannot invite an email address that already exists as a user in the same company

Troubleshooting

I can't see the Users page

You may not have a high enough role. The Users page is available to Managers and Owners.

I can't assign the Owner role

Only an Owner can invite another user as an Owner.

I can't remove a user

If you are signed in as a Manager, you cannot remove another Manager or an Owner.

The email address says it already exists or is already invited

That email address is either already part of your company account or already has a pending invitation. Check the Users list and Pending Invitations before trying again.

The user has not joined yet

Check Pending Invitations. If needed, revoke the old invitation and create a new one.