Adding and deleting users

Last updated: October 03, 2024

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Learn how to manage access to your Chaser organization by adding new users and removing existing ones.

 

Add a new user

  • Click the person icon at the top right of your screen.
  • Select Organization settings and view the Users tab.
  • Click Invite, new user 
  • Enter the email address of the person you wish to add and click Save.

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  • The invitee will receive an email with a confirmation link.
  • They must click this link to access your organization. 
  • Newly invited users will be listed as not verified until they click the verification link.
  • Add email senders separately via the Email tab in Chaser and follow the same verification process. Learn more here.

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Delete users

  • To delete a user, navigate to Organization settings and view the Users tab. 
  • It is not possible to delete the owner or subscriber
  • Click Delete next to the user you wish to delete.
  • Confirm the deletion by selecting Yes, delete. This action removes the user from your organization.  This action removes the user from your organization. 
  • The sender will still be active if the user is also a Sender. Go to senders to remove the sender.

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  • Add email senders separately via the Email tab in Chaser. Learn more here.

    Special considerations

  • All users gain full access to Chaser features and can change all account settings. Chaser doesn't currently support different user levels.
  • Users can only gain access to your accounting system if they have access to it directly.
  • During the trial period, the organization's owner can delete users. This responsibility transfers to the subscriber upon upgrading to a paid plan.

 

Related articles

https://help.chaserhq.com/adding/-deleting-senders 

https://help.chaserhq.com/changing-the-subscriber-for-an-organisation