Q Recon
Payout Reconciliation Engine
Help Center / Company Settings
MODULE 2 · FIRM SETUP

Company Settings

Manage your profile and firm-level settings, then create roles before adding your team members.

Part 4 - Firm setup (admin)

Use the account menu (top right) for firm-level settings.

4.1 - My Profile

  1. Account menu → My Profile.
  2. Update your details if needed → Save details.
  3. To change password: enter current and new password → Update password.
QRecon user profile settings for the payout reconciliation platform

4.2 - Company Settings

  1. Account menu → Company Settings.
  2. Update firm contact and location.
  3. Save.
QRecon company settings for Stripe, PayPal and QuickBooks reconciliation

Part 5 - Add employees (roles, then users)

Create Roles before Users. You need at least one active role before you can add team members.

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Only firm admins manage Roles and Users. Team users work inside workspaces based on their role permissions.

5.1 - Create roles

  1. Account menu → Roles.
  2. Add a role (for example "Bookkeeper" or "Reviewer").
  3. Set permissions and save.
QRecon user roles setup for reconciliation team access

5.2 - Add users

  1. Account menu → Users.
  2. Click Add user.
  3. Enter name, email, password, and role.
  4. Click Create user.
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There is no email invite flow - the admin sets the password when creating the user.
QRecon add team member form for reconciliation workspace access

5.3 - Edit users

  1. On Users, open Edit for a team member.
  2. Update details or role → Save changes.
QRecon edit user permissions for the reconciliation workspace
← Signup & Login Next: Create Workspace →