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Managing Users

Once you have Lightspeed Accounting set up and configured, you may decide there are others in your organization that require access to Lightspeed Accounting as well. You can grant access to as many users as you like.



To do so, navigate to Settings > Users and click New User in the top right.


To create a new user, simply fill in their first name, last name, email address, and phone number (optionally), then select their account type from the dropdown menu. You can choose from:

Reports Only: This user will have access to running and viewing reports in Lightspeed Accounting, but will not be able to make any changes to settings or mappings.

Full Access: This user will have unlimited access to Lightspeed Accounting and can make changes to settings and mappings.

When you click Save, an email will be sent to the new user inviting them to create a password and log in using their email address as their username. The email address entered into their profile must therefore be valid.


That email address is also used to send the user a daily report. This feature can be disabled by navigating to Settings > Users and clicking on View Details for a user. Then, check the Skip Daily Email checkbox and click Update.


In addition to this daily report, Lightspeed Accounting features many ways to monitor your data. You can view your sales information at a glance, set forecasting goals for the year, and run detailed reports on sales totals, which items were sold, and purchasing information. You can learn how in our Sales, Forecasting and Reporting section.


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