Last updated: October 21, 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.
- 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.
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.
- 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