Articles on: Using your Diool Account

How can I receive funds in the absence of my cashier with my primary owner account

I have a Primary Owner account and I want to receive money in this account from my customers when my cashier is not there. How can I go about it?

For you to receive money in the absence of your cashier, you must follow these steps; .
Step 1: Create a Member account via your Primary Owner interface. On your dashboard, select Settings then click on Team
Step 2: On the screen that appears, click on the "Add New User" button on the right side of your screen
Step 3: Then add the user's email address (the one you want to use to create the account) and select your role (member/viewer/owner, agent, cashier) within the organization, then click on "Send invitation".
Step 4: The member (guest) will receive an email inviting them to join your organization (primary owner). Simply click on the link received by email to accept the invitation.
Step 5: Enter your email address and password to start your member login process
Bonus Tip: You (Primary Owner) can also deactivate/suspend a user from the Teams section.**
Note: The Member account is integrated into the Primary account. Any money received in member's account income goes directly to main income
Once your Member account is created, you can receive funds from your clients.

Don't forget that if you have any difficulties, you can get help by clicking on the blue button at the bottom right of your screen while you are using

Updated on: 26/02/2022

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