California Wizard
Wizard Subscription Manage Users Explained

Wizard Subscription Manage Users Explained

Last update
June 28, 2022

Invite your team to use the Wizard from the Manage Users page.

Step 1. On the navigation bar, click your ‘User’ icon, then select ‘Manage Users’

A. To add a new user, click ‘Invite User’

B. Enter the new user’s email, read the alert, then click ‘Invite’

  • The email entered in the field will be the new user’s daisyBill login email.
  • Read the alert carefully. Once the user accepts the invitation, daisyBill adds a new charge for an additional active user to your calculator subscription.
  • After entering the email and reading the alert, click Invite.

C. To revoke user access, click ‘Lock User’

The additional user charge is removed from your account, beginning the first day of the next subscription period. There is no refund for terminated users.

D. To view/manage locked users, click the ‘Locked Users’ tab

Locked users do not have access to the Wizard. Unlock a user by clicking the Unlock User link.

E. To view/manage Invited users, click the ‘Invited Users’ tab

Click the Invited Users tab to view pending invitations. Click the ‘Envelope’ icon to resend the user invitation, or click the ‘Trashcan’ icon to delete the invitation.

Get calculating!

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