Set up a New User

How to set up a new user in GovBooks Pro.

You can invite additional users to GovBooks Pro at no additional cost. Invite additional company staff members and outside accountants and consultants. Create unlimited roles and permissions for your new GovBooks Users.

In this article, I will show you how to:

• Add a new GovBooks User to GovBooks Pro as an Administrator

• Add a new GovBooks User to GovBooks Pro with a Custom Role

Step 1: Navigate to the User Setup screen

Click on "System Setup" on the upper menu bar. Select "User Setup". Click on the button "Add New User".

Step 2: Complete the Create A New User form

Enter the first name, last name and email address of the new user. A new user can be anyone from your organization or anyone outside of your organization. Your company subscription includes unlimited GovBooks users.

Next, select the Role Name from the drop down list. If you need to create a new role for this new GovBooks user, click the "Cancel" button and set up the new role first and then return here to add the new user. If there is a role available for this new user, select it and click the "Create" button.

An invite will automatically be sent to the new user who will then be able to set up their password and log in to GovBooks. The new user will have 5 days to log in before the invitation expires. If you need to reinvite the new user, you will find a "reinvite" button to the far right. On this screen you may also inactivate or remove a GovBooks user.

Step 3: Review and Edit the User Details screen

After adding a new GovBooks user and assigning a role, you will need to review the "User Details" screen to finish the new user setup. Click on "System Setup" on the upper menu bar. Select "User Details". In the "User" field, select the new user.

If you set up the new User as an Administrator, the User Details screen will display the GovBooks Role as Administrator. You can change or remove this Role with the Action buttons. Also note that an Administrator has access to all Permissions and all Widgets.

If you set up the User with a Custom Role, review the "Level of Permission Access" section. When a new user is initially added with a Custom Role, the Level of Permission Access is automatically set to "View Only" which allows the new User to view the screens that have been assigned to the Custom Role, but not edit the data in the screens. If you want the user to have the ability to edit data in a screen that is listed, check the box for "Full Access". Note you can also add Widgets in this screen to the user's Dashboard, reset the user's password and change the user's email. When finished, click the "Save" button.