Account Settings

User Accounts

A user is someone you allow to have access to your Rotessa account. You choose their level of access (Role), and their account can be deleted by you at any time.

The Role’s are:

Admin Users – Invite and manage additional users (staff, accountants, etc), edit company account profile, view complete account details, invite & create customer profiles, add or edit transactions, access to reports, delete users.

Create/Edit Users – add or edit transactions., access to reports

Read Only Users​ – view customer profiles & transactions, view reports.

 

How to Add a User

 

To add a user to your Rotessa account, navigate to the users page by clicking Users under Admin in the menu and click on the Invite New User button.

Fill in their nameusernameemail, and role.

Click Invite User, and an email will be sent to the address you entered inviting them to create a password and confirm their account.

 

How to Manage Users

To add a user to your Rotessa account, navigate to the users page by clicking Users under Admin in the menu and select the user.

Click Delete User to delete the user account and Issue Password Reset to send an email to the user with a secure link for them to update their password.

How to Update Your Settlement Bank Account

To change the bank account your payments are settled to, start by clicking the Signed In As ‘Your Account Name‘ in the top bar when you’re logged into your Rotessa account.

In the next screen, you will see an area where you can add your updated account information. Once you’re done, click the Save Account Information button. Your settlement account has been updated!

 

Sign Up Now!