Manage Users’ Access to Business

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You can manage access for your team members in Receipt Bot and invite clients to access their data at no additional cost.
Receipt Bot maintains the following two levels of access;
1. Practice Level Access: Users can access multiple businesses, and you can control their rights from a single page. The access level is suitable for inviting team members working with multiple clients who need access to each of them in your Receipt Bot practice.
2. Business Level Access: Users can access a specific business only. It is usually recommended that clients or employees submitting documents to Receipt Bot be invited.

In this article, we will explore how to manage user access at the business level. You have the following options:

  1. Invite new users to Receipt Bot.
  2. Edit the access level of existing users.
  3. Removing user access from a business.

Option 1 – Invite users to Receipt Bot

Step 1 – Navigate to the Business Configuration page from the business menu.

Step 2 – Click on the Business Users tab.

Step 3 – Click the Invite User button.

Step 4 – Enter the basic details like email and name.  

Step 5 – Click on the Send Invite button to send an invitation email to the person. 

The invited user will receive an email from Receipt Bot. After accepting their invite, invited users can access those businesses in Receipt Bot for which they are invited.

When inviting clients to Receipt Bot, following rights can be assigned to them;

  • Business Admin; this role has complete access to the invited business but no access to practice dashboard, billing and adding new business. Users with this role can perform following actions in Receipt Bot;
  • – Upload documents
  • – Approve or export documents
  • – Manage integration for business
  • – Manage other users’ access at business level

Pro-tip: As an accountant, you should use this role for inviting client business’s top management so they have complete access to their business.

  • Business User; this role has restricted access to a business and can perform the following actions in Receipt Bot;
  • – Upload documents
  • – Approve or export documents
  • Limited access (data uploaded by user); this role has access to only that data which is uploaded by themselves. It is useful in cases where you do not want 2 users from same business to view each other’s data. Users with this role can perform following actions in Receipt Bot;
  • – Upload documents
  • – Approve or export only those documents which are uploaded by themselves.
  • Limited access (no approval/export); this role has access to only that data which is uploaded by themselves. It is useful in cases where you do not want 2 users from the same business to view each other’s data. Users with this role can perform the following actions in Receipt Bot;
  • – Upload documents
  • –View only those documents which are uploaded by themselves.

Option 2 – Edit access levels of existing users

To edit existing user’s access in Receipt Bot

Step 1 – Navigate to the Business Configuration page from the Business Menu. 

Step 2 – Click on the Business Users tab. 

Step 3 – Click on the Edit button next to the relevant user. 

Step 4 – Update the user’s access level as required.

 Step 5 – Click on the Save icon.

The user’s access level will be updated immediately. 

Option 3 – Remove access of a user from a business

To remove the existing user;

Step 1 – Navigate to the Business Configuration page from the Business Menu. 

Step 2 – Click on the Business Users tab. 

Step 3 – Select the relevant user.

 Step 4 – Click on the Remove button on the top right corner of the screen. 

Step 5 – Click on the Yes button.

This will remove access for all the selected users from the current business in Receipt Bot.

Next Steps

If you want to invite a user to multiple Receipt Bot businesses in one go, you will have to do so from practice management area. Follow this guide to invite users to practice management; Manage users’ access to organization/practice.

Limitations in mobile Receipt Bot apps

Features related to inviting new users or managing existing user’s access are not available in Receipt Bot mobile apps.

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