Add collaborators

Collaborators are users who will have access to the Key CashFlow 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

  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

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 Key CashFlow Yes No Yes No
Pay approved bills via Key CashFlow No No No No
Pay unassigned bills via Key CashFlow No No No No
Pay unapproved bills via Key CashFlow 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 No Yes

Things to know

  • Collaborator users will login from a login page:
  • 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