Members of your organization can be provided access to your FINSYNC profile. Permissions can be set for users of your company's profile related to the various FINSYNC profile modules such as Banking, Payments, Accounting, etc.
To add and manager user accounts, watch this brief video or follow the steps outlined below:
To Invite a New User:
1. Mouse over the Company Profile Icon in the top right corner of the screen and select Profile Settings.
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2. Select Sharing from the left-hand menu.
3. Mouse over the green Invite button and select User.
4. Select an existing user from the drop down or select Add New to create a record for a new user. When adding a new user, enter the user's name. Enter an email address to which an invitation email will be sent, and which will become the user's account login.
5. As the Invitation type, select Associate's Portal if you want this user to record time for payroll and/or projects, and submit expenses. Select Company's Profile if you want to give this user specific permission to manage banking, income, expenses, and other accounting tasks.
6. If you've selected Company's Profile, you'll see a selection of permissions. Refer to the section below, To Modify A User's Permission, for details on each permission setting.
7. Select Send Invitation when your selections are complete. An email invitation will be sent to the user, instructing them to create an account password and to sign in.
To Modify A User's Permission:
1. Follow steps 1 & 2 from above. Find the user you want to make changes to.
2. Select the Edit Access button to the right of the user's name.
You will see the user's permissions displayed in detail like this:
Each major area of FINSYNC has separate permission settings, allowing you to set individualized access. The button highlighted in blue is the permission you have chosen for that user.
Permission Types:
- No Access - Choose the crossed circle to block access to the selected area of FINSYNC. The user will not be able to see that tab.
- Manage - Users with Manage access can view and add/edit records. Within the Income and Expenses section, you can set special permissions.
- View - Users with View access can view most records within the section but cannot add or edit them.
- Can Edit Catalog - Check this box if you want the user to add and edit Service Items and Inventory Items.
- Can Manage Attributes - Check this box if you want the user to add and edit the list of Locations and Departments in your profile.
- Can Edit Chart of Accounts - Check this box if you want the user to add and edit your company's list of General Ledger Accounts.
3. Select Update Permissions at the bottom of the page to save your changes.
Related Articles:
How to Remove Administrative Users
Adding Contacts to Customer Records
Adding Your Company Logo to Invoices
How to Add New Customer Contacts