How do I add a new user?

Please note that this feature is only available for users with Account Admin or higher.

• Login to https://app.getbankshot.com 
• Navigate to Settings
• Select Manage Users
• At the top right of the page, select "Create User"
• Enter the user's information

Please note that the "Web" function under Company Access should only be used for Portal Admins. If a non-Portal Admin is given access to the Portal and accidentally deposits, or misuses any of the Portal features, Bank Shot is not liable as this goes against our Terms of Use.

• Once you select "Create User", the user will receive an email invite to with instructions on how to create their password and finish setting up their user.