Adding and managing users

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Accounts and organisations

There are two things behind every user:

• A CashSheet account — one per person, managed at accounts.cashsheet.com. It owns their email, password and name, and it is the same sign-in for Workbooks, the Back Office and the AI connector.
• A membership — links that account to your organisation and carries their role (see Roles and permissions). One person can belong to more than one organisation, with a different role in each.

Your organisation's data is separated from every other organisation's inside the database, so a membership is the only way anyone reaches it.

Inviting someone

Owners and admins invite people from the Back Office:

1. Open Users in the Back Office.
2. Under Invite a team member, enter their email address and pick a role.
3. Click Invite. The invitation shows as pending until they accept it.
4. They open the email, set their password, and join your organisation with that role.

Signing in

Everyone signs in with their email and password, from Sign in on cashsheet.com or at accounts.cashsheet.com/login/. The Back Office is at cashsheet.com/backoffice. Two-factor sign-in can be turned on from the profile.

Removing someone

In Users, an owner or admin can deactivate a member. They can no longer reach your organisation's data, and their CashSheet account stays theirs, so any other organisations they belong to are unaffected. Records they created stay attributed to them, so the history still shows who did what.

Till staff are different

Cashiers, cooks and drivers don't need a CashSheet account to use the till. They are employees in the Back Office with a PIN, and they clock in and ring sales at the till with that PIN. Give someone a Back Office user only if they need to manage the store from a browser.

Password reset

Use Forgot password on the sign-in page. We email a one-time link to reset it. Because the account is shared across CashSheet, the new password works everywhere at once.