Manage users

Adding users to your organization helps your team collaborate seamlessly. Users will have full access and can manage the account. As the account administrator, you can add or remove users from your organization as needed. 

Steps to add users

New users must create a CoinTracker Personal account before they can be added to your organization. Once they’ve done so, then follow the steps below:

1. Navigate to the Settings page.
2. Select Users.
3. Click Add users. 
4. Enter the email of the user you’d like to invite to the organization. 
5. Click Add user to complete the invitation process.

The user will receive a notification email that grants them access.

Steps to remove users

1. Navigate to the Settings page.
2. Select Users.
3. Check the box next to the user’s email.
4. Select the option to remove the user. 
5. Confirm the removal if prompted.