Overview

Multiple Users can be set up in Vagabond to track who does what and to limit access to your financial information. The Admin area has three tabs, each covered separately: Profile, User, and Company Profile.

Profile Tab

The Profile tab handles the details of the currently logged-in User. The fields are self-explanatory: First Name, Last Name, Login, Email, Phone, and Password.

User Tab

From the User tab, additional Users can be created or removed. To create a new user, click + New User in the bottom-right. Each user requires the same details.

User types

Users can be set as Primary or Secondary — change this by clicking the User Type.

• Primary Users have full access, including the ability to view financial details.
• Secondary Users do not have financial access.

This access level extends to the Mobile App as well.

Company Profile Tab

The Company Profile tab contains your company info and is straightforward. Fields include Company Name, Company address, city, state, zip, and a separate set of Company billing address fields.