Adding New Members and Roles

In Rillet, you have options when it comes to the access you grant your employees. You can set up individual users with certain user rights that limit or grant access to Rillet’s many features. In this article, you’ll learn how those user rights work and how to set them up.

Let’s first explain the difference between Members and Roles in Rillet. Members are anyone who can access Rillet, regardless of the kind of access they have. Roles are a way to further define each member’s level of access. You can view your list of members and their roles by first clicking on your organization’s icon in the lower left corner, and then clicking Organization Settings.

This will take you to a new company settings screen. In that new screen, click Members & Roles in your left navigation bar.

You’ll now see a list of all your current Rillet members and their roles.

You can add a new member by clicking the + Add Member button in the upper right corner.

When you add a new member, you’ll be prompted to select a role for them. There are two available roles in Rillet: Admin and Accountant. Admins have full access to all of Rillet’s features, while Accountants cannot delete transactions or edit organization settings.

After filling out your new member’s full name, email and role, click Add Member to add them to your account. If the member you added already has a Rillet account, this new organization will show up in their organization list. If they're new to the platform, they'll receive an email prompting them to log into Rillet for the first time.