Overview of Sharing and User Permissions

Using FINSYNC's Sharing & Permissions tools makes it easy to enable delegation to your team while also limiting accessibility to sensitive information.

As the primary user (profile owner) has the ability to add users and set permissions for each user. Adding additional users provides flexibility and allows for delegation of responsibilities. Examples include:

  • Assigning functions to team members for tasks such as sending invoices and paying bills. 
  • Providing access to accountants and bookkeepers to access to your records for activities and reporting purposes. 

You can view the video below to learn more about permissions and sharing.