California Wizard
Wizard Subscription Manage Users Explained

Wizard Subscription Manage Users Explained

Last update
December 5, 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, toggle the ‘Active’ button

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.

Click ‘Lock’ to confirm that you’d like to lock the user

D. To unlock a locked user, toggle the ‘Active’ button

Locked users do not have access to the Wizard. They will appear grayed out under Account Users. Unlock a user by toggling the Active button on the far right hand side of your screen.

E. To view/manage Invited users, refer to the ‘Invited Users’ section

Click the ‘Circle Arrow’ icon to resend the user invitation, or click the ‘Trashcan’ icon to delete the invitation.

Get calculating!

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