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User roles in Asset Accountant can be administered and managed using both the organization settings
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and or the register settings on the left hand side of the menu here.
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For the purpose of this instructional video, we'll go to the organization settings and
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we'll go to users.
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This is an overall screen of the users of the whole organization and as you can see
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we have quite a number there.
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Now if you wanted to allocate different user roles you can do so.
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It's as simple as clicking down on the role and choosing what function you would like
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each user to have if it's different to what they already have.
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We can invite, if you don't see somebody on this list that you would like to invite
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to the organization, it is as simple as inviting the user, typing in an email address, choosing
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what role you would like them to have, an administrator, an account manager or an account
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member, and there will be a download for account structure and user roles attached to this
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video that will explain what each of those are capable of.
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You can choose which entity if you have multiple and you can change the user roles here as
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well and just simply invite them.
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Once that is done and they've accepted the invitation they will appear on this list.
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You can see that one I just sent is pending at the bottom.
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Once that's accepted they will be turned into the list here as users.
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Now account owners, there can only be one account owner per organization and they have
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full access to all settings and features and that includes also billing and credit
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card details if you subscribe to Asset Accountant monthly.
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Now I am logged in as the owner and only the owner can transfer to another owner and typically
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the owner of an account is the person that initially set it up in Asset Accountant.
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But should for whatever reason I want to change the overall account owner, it is very simple.
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We just go to that person on the list that you want to allocate the ownership to.
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Again if you need to invite another user you can do so, but it is as simple as transferring
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the account owner.
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You'll get a prompt screen to ask you if that is sure you want to do and just okay and it
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is as easy as that.
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You can now see I am now or the person I'm logged in as is now an administrator and that
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person that I nominated to be is now the owner of the account and has grand global
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access.
