Managing Member Role Permissions
Explains the permission scope of ReceiptRoller's nine roles (SuperUser / StoreManager / POSManager / CampaignManager / SNSManager / ProductManager / WarehouseManager / FinanceManager / StoreStaff) and common operating patterns.
Inviting and Adding Members
Explains how to invite members to a business account, how invitation emails work, assigning roles, and how to cancel an invitation.
Plan Types (Free / Starter / Growth / Enterprise)
Explains ReceiptRoller's four plans (Free / Starter / Growth / Enterprise): who each is for, store limits, available roles, and a comparison of the main features.
What Is a Business Account?
Explains what a ReceiptRoller "business account" is, how it differs from a personal account, the cases where you need one, and the scope of the Owner's responsibilities.
Some items are missing from Quick Access
Explains why store, product, SNS, and other items may not appear in the business account dashboard's Quick Access, which items each role sees, how this relates to your plan, and how to make them appear.
Leaving a Business Account
Explains how to remove your own membership from a business account you belong to, things to note if you're the last SuperUser, and how your data is handled after leaving.
Billing Information Isn't Showing
Explains what to check when the "Billing" menu doesn't appear, your billing history is empty, or you can't download an invoice.
Upgrading or Downgrading Your Plan
Explains how to upgrade or downgrade your plan, the daily proration of charges, the restrictions when downgrading, and things to note.
Switching Between Multiple Business Accounts
Explains how to switch when you belong to multiple business accounts, setting a default business account, and which settings are independent per business account.
How Account Registration Works
Walks through the steps for registering a new ReceiptRoller account, covering both email registration and social login.
Creating a Business Account
Explains how to create a new business account, the fields you fill in, and the initial setup to do right away (choosing a plan, registering a payment method, inviting members).
Account Help (Registration, Profile, Billing Management)
The common account help for ReceiptRoller. Covers settings shared by all users: account registration, login, changing your password, editing your profile, business account management, plans and payment methods, billing history, troubleshooting, and more.