How do the CashCtrl accounts work?

In CashCtrl several users can work together in one organization. Here we explain how this works and how users are assigned.

Content 

  1. CashCtrl FREE Account
  2. Multi-tenancy with CashCtrl PRO
  3. Add / invite users
Screenshot of the dialog window for inviting users in CashCtrl

1. CashCtrl FREE Account

The CashCtrl FREE account consists of a user and an organization (client) of which the user is the owner. This configuration is free of charge and available after registration. The FREE user cannot be extended with additional clients or users.

However, a FREE user can be invited to one or more other organizations, in addition to his own, if their owners have a PRO account.

Illustration of the functionality of the accounting software CashCtrl FREE

2. Multitenancy with CashCtrl PRO

CashCtrl PRO consists of at least 2 users (1 owner + 1 additional) and 2 organizations (clients). The owner always has access to all organizations in his account.

The organizations are separated from each other and stored in separate databases. They do not share information together (e.g. contacts, inventory).

New users can be created by inviting them. A user can have access to several or only one organization.

To the create clients template tutorial

Illustration of the functionality of the accounting software CashCtrl PRO

3. Add / invite users

New users are added in the respective organization. The email address must be specified and a role must be selected. CashCtrl then sends an email with the credentials.

Users do not have to register before to be invited.

If an account already exists under the invited email address, invitees will be informed that a new organization is now available for selection.

 

Screenshot of the dialog window for inviting users