Add and remove users, set user permissions, and add other organizations

Adding Additional Users

The Haven app allows you to collaborate with all of the other owners, managers, and employees in your business.  To add another user, from the main screen, go to the navigation pane (accessible by tapping the menu button in the upper left-hand corner on your smartphone and already visible on the left-hand side of the screen on your tablet, desktop, and web-based versions of Haven).

Tap or click the “Settings” link.  (In a web browser, the “Settings” link at the bottom of the navigation pane and above the “Log Out” link; in the mobile app, it appears in the dropdown next to the name of your business.)  Under the heading “Business Users,” you will see a list of all current users who have access to your business’s Haven account.  Under the list of current business users, you will see an “Add User” button.  Tap or click the “Add User” button, provide the requested information for the user to whom you would like to grant access, and make any changes you would like to the person’s permissions to access various Haven features.

Once you are satisfied with the person’s user permissions, tap or click the “Add User” button.  Haven will send that person an e-mail at the e-mail address that you provided.  Once the person confirms their e-mail address, he or she will have access to your business’s Haven account and can log in anytime.  You will also see that user’s information in your list of current business users in the “Settings” tab.

Setting User Permissions

After you enter in a person’s name and e-mail address in the “Add User” window, you will see a list of features that you can grant that person access to as a user.  By default, a new user will have full access, including the ability to make changes, to all features other than accounting, which by default they will only have the ability to view.

By default, a new user does not automatically receive the status of an administrator.  If you wish to give a new user the status as an administrator, then they will have full access, including the ability to make changes, to all features including accounting.

Removing Users

You can remove a person as a user just as easily.  In the list of business users, tap or click the three menu dots below the name of the user you wish to delete.  You will see the options to edit the user or delete the user.  Warning:  Once you delete a user, you cannot simply undo this action and would need to invite that person to join Haven again.

Adding Other Organizations

Haven allows you to manage and participate in multiple businesses through your Haven account.  You can add an additional organization to your Haven account by tapping or clicking the down arrow on the organizations tab at the top left of the main screen (just to the right of the navigation pane on tablet, web, and desktop versions of Haven and just to the right of the menu button in the mobile version of Haven).

At the bottom of the list of your existing organizations, you will see an “Add Business” link.  To add an additional organization, tap or click the “Add Business” link, fill in the requested information, and tap or click the “Create Business Account” button.

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