---
title: Users in XTendLink
description: "### What are users for? Users in XTendLink can distribute **accesses**and **permissions**. | **Accesses** | **Permissions** | | --- | --- | | - Accounts. - Transactions. - Banks. - Etc. | - Approve payments​. - Add new banks​. -…"
url: "https://amcbanking.com/kb/users-in-xtendlink/"
updated: "2024-01-18"
category: XTendLink
---

# Users in XTendLink

### What are users for?

Users in XTendLink can distribute **accesses**and **permissions**.

| **Accesses** | **Permissions** |
| --- | --- |
| - Accounts. - Transactions. - Banks. - Etc. | - Approve payments​. - Add new banks​. - Give accesses & permissions to users​. - Etc. |

### What is a user?

- Each person using XTendLink has their own **user**.​
- Each user has a unique login and a unique email​.
- Users are secured using passwords​.
- Users are used in XTendLink and through connections (i.e. ERP systems)​.
- Users have different **roles **and **rights**.

#### User roles

- **Roles** are the main method used to define both accesses and permissions​.
- A user has at least one role and may have more than one role​.
- Roles can be added and removed by a user Administrator or Manager role.

| Role | Accesses | Permissions |
| --- | --- | --- |
| Viewer | - Journals | - None |
| Chart viewer | - Charts | - Does not log out automatically |
| Clerk | - Journals - Upload/download | - Import/export files - Delete journals - Reconsile debmul/cremul |
| Payer | - Journals - Accounts - Payments | - Edit payment lines - Delete payment journals |
| Approver | - Journals - Approve payment page | - None |
| Controller | - Journals - Accounts - Payments | - Create, edit and delete payment lines - Create and delete payment journals |
| Manager | - Journals - Accounts - Payments - Users - Banks | - Full edit permissions for payments - Create and edit user - Create and delete banks |
| Administrator | - Setup | - All options in the setup menu for: Users, banks, company, XTL, tools and more |
| Root | - All data areas | - Edit data area of all companies |
| Service | - Company | - May connect to XTL (e.g. from ERP) |

### How to create users in XTendLink

1. Click on setup in the top menu
2. Click on the users menu
3. Click on NEW
4. Write a login
5. Write a email
6. Set a password

![](https://amcbanking.com/wp-content/uploads/2024/01/XTL-1024x508.jpg)