1. Cashflow360
  2. User Management
  3. Collaborators

Add collaborators

Collaborators are users who will have access to the Cashflow360 account without needing access to online banking. There are four (4) roles a collaborator can be assigned:

  • Accountant
  • Approver
  • Clerk
  • Auditor (View only)

Add a collaborator

A Cashflow360 administrator can add collaborator users to Cashflow360 by completing the below steps:

  1. Select Settings
  2. Select Users under Permissions
  3. Select Add Collaborator
  4. Enter user details
    • First Name
    • Last Name
    • Email - this will be used to login to the account
    • Select the user's time zone
  5. Assign role
  6. Select Save

Once a collaborator user has been added, they'll receive an email with login instructions. When they get to the login page, they'll be prompted to create a password.

Role Permissions for Collaborators

Payables

Permission Accountant Approver Clerk Auditor
Approve Bills/Vendor Credits Yes Yes No No
View Vendor Yes No Yes Yes
Manage Vendor Yes No Yes No
View Bill Yes No Yes Yes
Manage Bill Yes No Yes No
View Payments Yes No Yes Yes
Record Payments made outside of Cashflow360 Yes No Yes No
Pay approved bills via Cashflow360 No No No No
Pay unassigned bills via Cashflow360 No No No No
Pay unapproved bills via Cashflow360 No No No No
Manage Company Info No No No No
Manage User No No No No
Sync with Accounting System Yes No No No
View Reports Yes No Yes Yes



Receivables

Permission Accountant Approver Clerk Auditor
View Customer Yes No Yes Yes
Manage Customer Yes No Yes No
View Invoice Yes No Yes Yes
Manage Invoice Yes No Yes No
View Invoice Template Yes No Yes Yes
Manage Invoice Template Yes No Yes No

Things to know

  • Collaborator users will login from a Bill.com login page: https://app.bill.com/Login
  • Collaborator users won't have access to the bank account and do not have pay permissions
  • If needing assistance with adding online banking users, contact online banking support

ACCOUNT SETUP View all

GETTING PAID View all

CONNECTING WITH MY VENDOR View all

PAYABLES / HOW TO PAY View all

QuickBooks for Windows View all

QuickBooks Online View all

NetSuite/Intacct/Xero View all

Import/Export View all

Payables View all

Receivables View all

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    FAQ

    What a customer sees when charged for a payment Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

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