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[av_heading heading=’+Add a New User’ tag=’h1′ style=’blockquote modern-quote modern-centered’ subheading_active=” size=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=” subheading_size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” color=’custom-color-heading’ custom_font=’#ffffff’ margin=’0px’ margin_sync=’true’ padding=’0′ link=” link_target=” id=” custom_class=” av_uid=’av-kf2s02dt’ admin_preview_bg=”][/av_heading]
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Instructions on adding additional users to your xendoo Customer Portal.
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[av_heading heading=’Step 1: Owners and Users’ tag=’h1′ style=’blockquote modern-quote’ subheading_active=” size=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=” subheading_size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” color=” custom_font=’#ffffff’ margin=’0px’ margin_sync=’true’ padding=’0′ link=” link_target=” id=” custom_class=” av_uid=’av-kf2s0egg’ admin_preview_bg=”][/av_heading]
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After you log in to xendoo.com, navigate to the “Owners” tab in the navigation header. There you will see all currently active owners. If you need to add an owner click on “Add New.” If you’d like to give user/login permissions click on that owner.
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[av_heading heading=’Step 2: User Permissions’ tag=’h1′ style=’blockquote modern-quote’ subheading_active=” size=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=” subheading_size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” color=” custom_font=’#ffffff’ margin=’0px’ margin_sync=’true’ padding=’0′ link=” link_target=” id=” custom_class=” av_uid=’av-kf2s0uqg’ admin_preview_bg=”][/av_heading]
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When viewing the owner’s information click on “Edit Info.” Click on the button that says “Send User Invitation.”
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[av_heading heading=’Step 3: New User Set Up’ tag=’h1′ style=’blockquote modern-quote’ subheading_active=” size=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=” subheading_size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” color=” custom_font=’#ffffff’ margin=’0px’ margin_sync=’true’ padding=’0′ link=” link_target=” id=” custom_class=” av_uid=’av-kf2s1i4x’ admin_preview_bg=”][/av_heading]
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Have the invitee check their email to accept the invitation and set up their login credentials.
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We support thousands of small businesses with their financial needs to help set them up for success. Want to get in on their secret? Learn more today.
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