How to Add a New User to Your Business Account
You can easily add a new user to the Partner System by following these steps:
Log in to the Partner System.
Go to the Users tab and click New User.
Fill in the user details: Name, Surname, Email, and Phone Number (optional).
Choose the user role to set their permissions.
Learn more about user roles in the Partner system here: User roles in the Montonio Partner System
NOTE: Only users with the Signatory role can add new Manager or Signatory users.
5. Don't forget to save the changes.
How to Remove a User from Your Business Account
If you want to remove a user so they no longer have access to your business data, follow these steps:
Log in to the Partner System.
In the left-hand menu, click Users.
Select the user you want to remove (click on the row).
On the right-hand side, you have two options:
Click Expand in the top-right corner to access user's profile.
Click Edit if you want to change the user’s permissions. This interface allows you to update what the user can do and what information they can access. If you want to delete the user instead, simply close the table and follow the deletion steps.
To remove the user, click the red Delete User text and confirm the deletion.
NOTE: Only users with the Signatory role can remove Manager or Signatory users.
FAQ
Q: Is it possible to edit users’ information, such as email or phone number?
A: If the user has already signed in to the Partner System and activated any security measures, such as App authentication or SMS authentication, it won’t be possible for an administrator to edit their information. Changes must be made from the user’s own account.
Read more about how a user can change their email and phone number: How can I change my user email in the Partner System?
Q: My employee has changed, but they use the same business email as the previous user. How can I edit the user’s information in the Partner System?
A: If the previous employee has already activated any security measures for their work email, such as App authentication or SMS authentication, it won’t be possible to edit their information in the Partner System. In this case, please delete the old employee’s user and add a new user using the same email.
Note: Adding a new user with the same email will trigger an error if the previous user has not been deleted. Make sure the previous employee’s account has been removed following the instructions above before adding a new user.
If you have additional questions and need our help, feel free to contact our support team or via the chat in the bottom right corner.