To add or manage users in FINSYNC, go to Profile Settings > Sharing, then click Invite to add a new user or select Edit next to an existing user to modify their permissions. Members of your organization can be granted access to your FINSYNC profile with individualized permissions across modules such as Banking, Payments, and Accounting.
To add and manage user accounts, follow the steps outlined below:
How to invite a new user
- Hover over the Company Profile Icon in the top right corner of the screen and select Profile Settings.
- Select Sharing from the top menu.
- Click Invite on the far right side.
- Select User or Customer Support from the drop-down.
2. Select Sharing from the top menu.
3. Click Invite on the far right side.
4. Select User or Customer Support from the drop down.
If you select User, you will see this screen:
Select a user: Give access to someone who has already been added previously.
Add new: Create a profile for a new user.
Associate's portal: Track and submit time, track and submit expenses, and view paystub.
Company's profile: This will give access to your FINSYNC profile. You can select permissions to give this user specific permission to manage banking, income, expenses, and other accounting/administrative tasks.
If you select Customer Support, you will be prompted to enter the support representative's email address and set the duration of access. Once your selections are complete, proceed to step 5.
- Select Send Invitation at the bottom 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.
How to modify a user's permissions
- Hover over the Company Profile Icon in the top right corner of the screen, select Profile Settings, then select Sharing from the top menu.
- Find the user you want to make changes to and select the Edit button to the right of the user's name.
2. Find the user you want to make changes to and select the Edit button to the right of the user's name.
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.
What are the available 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.
- Select Save on the far right of the user's name.
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