Admin Walkthrough Guides

Important operations through Admin Ledger.

Registration / Log In Through An Admin User Invite

Account setup is limited to email invitation.

Locate Invitation Email

The email should be named no-reply, titled (no subject) and include 'Welcome to Ledger'. Make sure to check All Mail or your Spam folder.

Click Set Password to register.

Enter And Submit Login Credentials

In this form, type in your password in the middle box and confirm the password by typing it in the next box over. The email in the top field is read-only and unchangeable.

As demonstrated, the password must be at least 6 characters long.

Log In Through Ledger

Press the button Back to login in the form and enter your email and password credentials.

If you exit out of the form page before doing so, you can re-enter the email even if it has expired by its one-time use; the expiry message links the Back to login button as well.

Invite A New Admin User

Currently restricted to Super Admins.

Navigate To Admin Users

Navigate to the tab Admin Users, which can either be outside any Organisations, or inside one.

If you start inviting an admin inside an Organisation, this will set that Organisation as the value for the Organisation field.

You will see the button Invite Admin User. Click the button.

Invite Admin Entry Form

Enter values for First Name, Last Name, Email, Role and Organisation. All fields are required.

When finished, click Send setup email.