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Getting started
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Using Chaser software
- Getting Started
- Receivables
- Schedules
- Users
- Manage: General
- Email reminders
- Chasefeed
- Organisations
- Subscriptions
- Your account
- Reports
- Timings
- Templates
- Payment Portal
- Credit Checking
- SMS reminders
- Call reminders
- Late payment predictor
- Payer rating
- Support
- Zapier integration
- Phone calls
- Auto-calls
- Letters
- Monthly statement
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Chaser Collections
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Your account and subscription
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FAQs
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Webinars / Live training
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Video tutorials
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Privacy and security
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Partner program
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Account & Setup (Getting started)
- Free trial
- Tour / Quick start guide
- Setup task list
- Setup tasklist
- Settings
- Adding and deleting users
- Modifying organisations
- Changing organisation names
- 2FA
- Changing your password
- Changing notifiaction settings
- Changing billing address
- Currencies and taxation
- Update payment details
- Subscription
- Plans & pricing
- Cancelling subscription
- Privacy & security
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How to use Chaser
- Call reminders
- Using notification panel
- Dashboard
- Chaserfeed
- Outstanding/overdue graph
- Recent events
- Receivables
- Last scheduled chase
- Chaser now
- Customer page
- Customer tags
- Direct debit
- Invoice dispute marketing
- Invoice page
- Late payment predictor
- Payer rating
- Payment plan
- Quick view
- Intro to ChaserPay
- Chaser Pay
- Using ChaserPay
- Escalating
- Collections page
- Credit checking
- Day Sales Outstanding
- Customer Insights
- Risk report
- Organisation report
- Editing customer statement
- Setting credit limits
- Chasing criteria
- Add and edit schedules
- Adding customers/invoices to a schedule
- Default schedule
- Delete a schedule
- Multi-grouping
- Monthly statement
- Email integration
- How to connect your email to Chaser
- Normal and escalated senders
- Email formatting
- Email settings
- Domain verification
- Chase times
- Template
- Payment portal
- SMS Chasing
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Tips & tutorials
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Troubleshooting & support
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Integrations & APIs
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Partners
Adding / Deleting users
Read on to find out how to add or delete users in your Chaser account
Adding a new user
You can add other members to your organisation by clicking on the person icon in the top right of your screen, and then clicking Organisation Settings and then Users.
To send an invite, click ‘Invite new user’ and enter the person's email address.
They will then receive an email with instructions on how to join Chaser (if necessary) and how to access your organisation in Chaser. For security reasons, all existing members of the organisation will also be notified of the invitation.
The user will appear as ‘not verified’ and not be available to select as a sender until they action the verification email.
Invited users do not require access to your organisation’s accounting system. They'll still be able to use all Chaser's features, however, links from Chaser to the accounting system (in order to edit contact details or view invoice details) will not be functional.
Deleting users
You can delete users by going to Settings > Users and clicking the 'Delete' button next to the desired user. Then confirm by selecting 'Yes, delete' in the module. This will remove the user from the organisation. Deleting a user will also remove them as a sender of the selected organisation.
Note: Users that are currently assigned as a sender (normal, escalated or cc'd) cannot be deleted. Users that are creators or subscribers of the selected organisation cannot be deleted.