If you want to add new users to the platform, you must do so from the settings section, in the settings tab. Here, you will have access to manage and add new users to the management of your Cobee platform.
Users will have different permissions depending on the role assigned to them.
Among the various roles you can choose from are:
- Owner: This user has complete access to view and edit the platform. They can view salary information, consumption data, and manage administrators.
- Administrator: This user can edit benefit plans, employee data, and basic settings. They do not have access to salary information or the ability to edit owner roles.
- Finance: This user has access to balance management and the billing section. They can add balance, check transactions, and download and view invoices.
To add new users, press the "Invite users" button. Add the user's email and select the role they will have within the platform. You can add multiple emails by separating them with commas.
Once you add the users, they will receive a welcome email that explains the next steps to access the platform.