Admin users can create accounts for any number of team members. Each team member gets their own login and can be granted precisely the access they need — nothing more.
Creating a user account
Go to Users → Add User in the navigation (admins only). Complete the form:
- Title — optional (Mr, Mrs, Ms, Dr, etc.)
- First name and last name
- Username — used to log in; must be unique across all users on your account
- Email address — used for password reset links and welcome emails; must be unique
- Password — set a temporary password; the user can change it after logging in
- Admin — check this box to give the user full unrestricted access
Click Save to create the account. The user can log in immediately.
Welcome email
If your account has email configured (see Configuring outbound email), a welcome email is automatically sent to the new user. It contains their username and a prompt to set up 2FA on first login.
If email is not configured, you will need to share the username and temporary password with the new user directly.
Setting permissions
After creating the user, open their profile and click the Permissions tab. By default, a non-admin user has no permissions — they can only see their own profile. Grant them the sections they need:
- Billing — quotes, invoices, payments, receipts
- Financial Dashboard — revenue summary and financial overview
- Meetings — view and manage meetings
- Calendar — calendar view of all wedding dates and meetings
- Files — upload and view files on weddings
- Tasks — create, view and manage tasks
- Notifications — receive in-app and email notifications
- Module permissions — each installed module (e.g. Food, Music, Guest List) has its own permission which must be granted separately
Tick the boxes you want to grant, then click Save Permissions. Changes take effect immediately — the user does not need to log out and back in.
Username rules
Usernames must be unique across all users on your account. Weddinguru will flag a duplicate in real time as you type. Usernames cannot be changed after creation — if a team member changes their name, consider creating a new account and deactivating the old one.