User Management | Adding a Limted Depositor – Clip Money Inc.

In this guide, we'll walk you through the steps of adding a new user to your business location, with the role of Limited Depositor.
Users with this role are limited to creating deposits using their unique employee ID combined with a barcode ID from a Clip deposit bag assigned to the corresponding business location.

This guide assumes that you have already signed on to the
Clip Cashboard using your
Full Access Login account and that you are assigned the role of Location Manager or higher.

Once signed in, from the Home page find and click the Locations icon from the menu situated on the left side.
This will open a list of all available business locations.

From the list of available locations, select the location where you need to add the new user with the role Limited Depositor

In this example we will select Grandview Bar & Grill #0001

This will open the Location Details page.

On the Location Details page click the “Users” button located in the upper right corner to open User Management.

Click Limited Depositors

Click the Add button to open the Add Limited Depositor Form and add your new Limited Depositor details.

Enter the user's first name, the user’s last name and the users unique employee ID, then click Create User

Upon successful user creation,
you will be returned to the
User Management page where your will see your newly created user.

Related articles