Overview
Account Access controls whether an employee can log in to the Custr dashboard. Adding an employee to your directory does not automatically give them login access.
How Account Access Works
To log into the dashboard, an employee must:
Be added to the Employees directory
Have a valid email address
Have Account Access enabled
Be assigned a role
Enabling Account Access
To enable access:
Go to Directory → Employees
Select the employee
Click Edit
Under Account Settings, toggle Account Access to Yes
Select a Role
Click Save
What Happens Next
Once enabled:
The employee receives an email
They must set their password
They can then log into the dashboard and/or Companion app
Common Questions
Why can’t my employee log in?
Check that:
Account Access is enabled
A role is assigned
They have completed the email setup
Do all employees need account access?
No — some employees may:
Only receive notifications
Not need dashboard or Companion access
Why do users see different features?
This depends on their role and permissions.