As a company administrator, you can manage the list of users who have access to a specific business entity in the bizBox portal.

This includes adding, removing, or updating existing users and their permissions.

Follow the steps bellow in order:

• 1. Add a User to a Company
• 2. Remove a User from a Company
• 3. Edit User Permissions

1. Add a User to a Company

After logging into the bizBox portal with your credentials, go to the left-hand menu and select Companies Administration.

In the company list, click the pencil icon next to the company you wish to manage.

If you're linked to only one company, you'll be redirected to the company details automatically.

At the top of the page, click the Connect user account name button.

Enter the username of an already registered user, select the location (e.g., HQ) and assign a role (Administrator, User, Accountant).

Click Confirm to complete the process.

2. Remove a User from a Company

To remove a user, go to Locations tab and expand the list of users by clicking the arrow.

Then open the Personnel tab. You'll see a list of linked users.

Click on the Trash icon next to the user you want to remove.

3. Edit User Permissions

You can change user roles/permissions at any time.

In the Personnel tab, click the pencil icon, next to the user you want to edit.

Assign or remove roles as needed.

Note: Users must be registered in the bizBox portal before they can be linked to a company. Make sure at least one role is assigned, otherwise the user won't have access to the aplication functionalities.