To add new users, you must have an Administrator role. To get started: In your main menu, visit your Admin tab. Enter the email address of your new user. Choose the role and permission level you want to grant them. Here’s a brief overview of the different types of roles: A user with an Administrator […]

You can easily edit your company profile and details. To do this: Access your profile from the main menu. To edit your profile, click the button that says “edit.” Make your changes and click the blue save button. Related Articles Adding New Users Changing My Password Logging Into the Demo Account Signing Up for a […]

You can easily change your password or username at any time. To do this: Access your profile from the main menu. In the Change My Password section, enter your New Password. Retype your password to confirm it. Click on the Change Password button to complete the change. Related Articles Adding New Users Changing My Profile […]

The demo account is there to allow you to take CashVue for a test run. To log in to the demo account: From the home page, click on the button labeled Live Demo. From there, you can request a demo from our team, or play around with the live demo account by clicking on the […]

You can easily add more accounts under one username.   To do this: Visit My Profile from your main menu. Under the “Your Accounts” section, click on “Signup for new account.” You will be taken to a sign up form, just like you filled out when you opened your account. Enter the name, email, domain […]