> ## Documentation Index
> Fetch the complete documentation index at: https://guide.recital.finance/llms.txt
> Use this file to discover all available pages before exploring further.

# User Access

> Recital provides secure, role-based access for teams

Follow these steps to start using Recital.

<Steps>
  <Step title="Account Creation">
    Contact Recital's onboarding team at [merchant@recital.com](mailto:merchant@recital.com) to set up your enterprise account. Or set up a [Demo](https://calendly.com/recitalonboarding/30min?month=2025-09) to kick start a new engagement.
  </Step>

  <Step title="Secure Login">
    Access the recital platform [web dashboard](https://app.recital.finance/auth/login/) via any web browser.\
    Log in with the Recital-issued credentials.

    <img src="https://mintcdn.com/guide/QDvUQrl-yqMRobEg/images/getting-started/login_page.png?fit=max&auto=format&n=QDvUQrl-yqMRobEg&q=85&s=b4b06b7e19b6f9b9df2dc6347482158d" alt="Recital Login page image" width="3456" height="2168" data-path="images/getting-started/login_page.png" />
  </Step>

  <Step title="Add Team Members">
    To add team members to your account, expand the left bottom button on Recital's web dashboard home page and click on “Settings”.

    <img src="https://mintcdn.com/guide/PlHT2J2P4neoNST4/images/getting-started/recital_home.png?fit=max&auto=format&n=PlHT2J2P4neoNST4&q=85&s=a424c6375c3881c9dc6fab7803b0887a" alt="Recital Home Page image" width="3456" height="2168" data-path="images/getting-started/recital_home.png" />

    Next, switch to the “Team” tab:

    <img src="https://mintcdn.com/guide/DftmoH-cpuM2DUId/images/bridge/settings_page.png?fit=max&auto=format&n=DftmoH-cpuM2DUId&q=85&s=c18486551a22ae69d74bfcb419b136d6" alt="Recital Settings Page image" width="3456" height="2168" data-path="images/bridge/settings_page.png" />

    Fill the "Invite Team member" form, and click on "Send Invitation".

    <img src="https://mintcdn.com/guide/tqULvC3mwYdEOUlq/images/bridge/settings_team_home_role_opened.png?fit=max&auto=format&n=tqULvC3mwYdEOUlq&q=85&s=260fd62e828702ccd7cb601074c3b095" alt="Recital Setting/Team page image" width="3456" height="2168" data-path="images/bridge/settings_team_home_role_opened.png" />

    Recital supports the following roles & permission

    | Role                       | Permission                                                                             |
    | :------------------------- | :------------------------------------------------------------------------------------- |
    | **Owner**                  | Full system access control.                                                            |
    | **Admin**                  | Manage users, assign roles, configure integrations, and oversee platform operations.   |
    | **Reconciliation Officer** | Run reconciliation processes, review exceptions, and approve resolution of mismatches. |
    | **Chargeback Officer**     | Manage disputes, investigate chargebacks, and reconcile disputed transactions.         |
    | **Switching Officer**      | Oversee transaction switching, monitor routing, and validate settlement consistency.   |
    | **Treasury Officer**       | Track balances, monitor liquidity, and generate treasury reports.                      |
  </Step>
</Steps>

<Info>
  Tip: Use role-based access to enforce separation of duties – a best practice for audit and compliance.
</Info>

***

✅ You’re now ready to explore modules like **Reconciliation, Transactions, Balances, and Reporting** on Recital.