Overview of Users in Rotessa

In this Article

What is a user?

A "user" is the term Rotessa gives to each person that has access to a Rotessa account. Only one user is allowed per unique email. A single user can have access to multiple Rotessa accounts as well as receive notifications from those specific Rotessa accounts. A user's access can be restricted by user permissions.

Roles of a User

Full access users have unrestricted access to a Rotessa account. The user's mobile phone number and position (ex. Bookkeeper) are required for a Full Access User.

Read only users can only monitor your Rotessa account and transactions without editing, creating, or deleting them.

Custom users can have a combination of the following various permissions:

Manage integrations: the user can connect and update information with an accounting software integration.
Manage transactions: the user can create and edit transactions.
Manage customers: the user can create and edit customer information.
Export customers: the user can export the entire customer list.
View bank information: the user can view full customer banking information.
Manage API keys: the user can view, create, update and delete API keys.
Edit authorization settings: the user gains access to the authorizations page and can edit settings on the online authorization form.

Primary Contact User

By default, the Primary Contact User on your Rotessa account is the person who created the account. The primary contact role can only be held by a user with full access permissions

The primary contact role can be transferred to another user:

Select the ellipses (three dots) next to the user you want to set as the new Primary Contact
Select set as primary contact

You must be the primary contact user to transfer your role to another user.

Notifications

Each user in your Rotessa account can receive notifications.

To change the notifications you receive,

Select your name on the top right corner of the screen
Select my account
Under email notifications, you can change the notifications that you will be sent

Adding a User

To add an additional user to your Rotessa account:

In your Rotessa account, select the settings tab
Under where it says users, select new .
Fill in the required information and determine the user’s role
Select submit when complete. The user will receive an email invitation to join your Rotessa account.

Editing a User

Start on the settings page of your Rotessa account
Select the ellipses (three dots) next to the username of the user you want to edit and select edit
Edit the role of the user
Select submit to save any changes

Note: The email address of a user can not be updated or edited. In order to update the email address associated to a user, you must add a new user with the updated email address

Deleting a User

Start on the settings page of your Rotessa account
Select the ellipses (three dots) next to the username of the user you want to delete
Select remove.