How to create a supporter user

For your support workers to create transaction records, you need to add them to your SpendAble organisation.

Steps to add a support worker

1. On your SpendAble dashboard, select the 'Add Supporter' button from the 'Onboard User' drop down.

2. Populate the support workers information in the form

3. For support workers to create transaction records, they need to be connected to a participants funds so that they have permission to pay for them.  Connect your new support worker to a participant that they support.

4. Congratulations — you've successfully added a supporter user!

Was this article helpful?

How to create a participant user
How to edit user details