The Add/Edit User window is where you fill in the details for users. To access the Add/Edit User window, click Add New User from the Users List or click edit on one of the existing Users.

User Name

Enter the user's name. This is used for display purposes.

Email Address

This is used to uniquely identify the user. The user will use their email as the account name, to log into the web interface, and if they lose their password.

Web Access Password

Enter the password for this user. The user will use this to log into the web interface.

Password Again

Retype the web access password to verify you have entered the password correctly.

Account Enabled

Tick this option to enable the account, and to allow the user access to the web interface.

User Privileges

There are three tiers of access to the web interface.

Administrator

Checking this option will allow this user to modify others user's preferences and to add/edit/remove transactions.

User

Checking this option allows this user to be able to add/edit/remove transactions.

Viewer

Checking this option allows this user to view transactions, but does not allow them to add/edit/remove transactions.

Organizations

This is the list of organizations that the user can access. By default, Administrators are allowed to access all organizations.