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USER GUIDE
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INVOICES
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REGISTERS
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SETTINGS
- Subscriptions
- General – Company info
- General – Contact info
- General – Reports
- General – User management
- Cancellation of the service
- Cancel the termination
- Accounts receivable – FTP settings
- Accounts receivable – Invoice settings
- Accounts receivable – Print settings
- Accounts payable – Reference management
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SUPPLIER INVOICE BASIC
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INEXCHANGE STORE
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OTHER
Under Settings at the bottom left of the main menu, you can manage various functions related to your account. By clicking Manage under User Management, you as a user can add new users and manage which users should have access to Inexchange.
To see the history of previous user administration, you can click on the information button farthest to the right.
If you want to add a new user, click on Add User, and fill in the email address, first name, and last name. The email address will then be the user's login, and it is this email that is used to log in to Inexchange. If you have more than 2 users, the text "You have reached the limit of (2) free users" will appear. The service includes 2 users, and if you wish to add more, there is a cost of 49 SEK/month per additional user.
You can also determine what type of permission the user should have for the different products. If you want the user to be a Super User, click on Make Super User, which means the user will have access to manage and change all functionality regarding the product.
- Reader – Access to only view information regarding the service. For example, can only see invoices but cannot manage them.
- User – Access to use, but not change functionality regarding the service.
- Admin – Access to manage and change functionality regarding the service.
By clicking on the three small dots to the right of a user's row, a super user or admin can change an existing user's products or roles, or alternatively remove the user completely from Inexchange.
Manage Users in Corporate Structure
In cases where you are a user for a company with associated subsidiaries, the permission for a new user is always set at the parent company. If the user is only to have permission for a subsidiary, they can be added directly to the subsidiary. If the user is to have access to more subsidiaries within the group, it needs to be edited from the parent company.
If you are a user for a parent company, you will also have access to and can see all associated companies' sent and received invoices. The same applies to references if the company has them.
Add companies to existing users - Corporate Structure
If you want to add more companies to a user afterwards, click on “Add User”. Enter the email address to which the companies should be added. If you check a company that the user already has access to, it will be ignored. The user will only be added to new companies and with the products and roles selected.
If added to multiple companies, the email “Access to new organization” will be sent only once to the user. The email will have a list of all companies they have gained access to.
Edit existing users - Corporate Structure
If you want to remove a user from an entire group, this is done via the row where the user's email address is displayed, either by checking the checkbox on the same row or via the three dots farthest to the right on the same row. The user will then disappear from the entire group.
If you wish to remove users from one or more companies but not all, this is done via the three dots farthest to the right on the specific company in the list.
If you only want to change products and/or roles, click on the three dots to the right on the specific company in the list and select edit.