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
A Key CashFlow administrator can add collaborator users to Key CashFlow by completing the below steps:
- Select settings
- Select Users under Permissions
- Select Add Collaborator
- Enter user details
- First Name
- Last Name
- Email - this will be used to login to the account
- Select the user's time zone
- Assign role
- 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 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 | 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
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite