Add Users to Your Account

To allow more than one user to manage your Bold account, follow the steps below.

  1. Click on your company name in the upper right corner of your Bold dashboard
  2. Click on User Permissions
  3. Click on Add User in the upper right corner
  4. Select user's access (Portal or API)
  5. Select user's permission level (Admin, Accountant, Clerk, Developer)
  6. Add an email and create a password (They will be able to change their password)
  7. Click Add User and an email will automatically be sent, inviting them to your Bold account.  



Have more questions? Submit a request


Please sign in to leave a comment.