First, you'll need to define specific roles (additional configurations will continue to be added)
Full Access Role: Assigned on Default and grants permission to all access of the app
Planning Group Accessibility: Configure controls around planning groups
Select Team on the left hand nav
Click Add Teammate
Input Contact Information
Select their Admin status (Y/N)
Select their GL Accessibility (Y/N)
What Does Setting a User's GL Accessibility to "No" Actually Restrict? Setting a teammate's GL Accessibility to No is how you require a second person to review a check before it posts to your ERP — a common segregation-of-duties control in Cash Application. When a user's GL Accessibility is set to No: they cannot push checks to the GL (ERP) and cannot update credit memos in the GL. Instead of posting directly, any check that user works on moves to the Reviewed tab in Cash Application, where a second teammate with GL Accessibility set to Yes can review it and complete the push to the ERP. All other functionality in Confido remains available to a user with GL Accessibility set to No — this setting only restricts the two GL-posting actions described above, not general access to Cash Application, Deductions, or other modules. Example: if Teammate A (GL Accessibility: No) processes an incoming check, the check moves to Reviewed status once Teammate A finishes working it. Teammate B (GL Accessibility: Yes) then opens the Reviewed tab, reviews the check, and pushes it to the GL — completing the two-person check. Who this applies to: any Confido admin setting up teammates on the Team page who wants a review step before checks post to the ERP — commonly used by Accounting and Finance teams. Limitation: this is an all-or-nothing setting per user — there is no way to require review only for checks above a certain dollar amount using GL Accessibility alone. Workaround: pair GL Accessibility: No with an Approval Workflow (Settings > Approval Workflows) if you need dollar-amount-based routing in addition to a blanket second-person review.
Select their Department
Note: A user's Department also determines their default home screen in Confido. There's no separate home-screen setting — to change which screen a user lands on, change their Department.
Select their Module Access
Select their Manager
What Does Assigning a Manager Actually Do? Assigning a manager automatically gives that manager visibility into all planning groups and accounts assigned to their direct report, viewable on the Account Settings page. This happens automatically; there's no separate setting to configure it.
Click Save
What If a Teammate Needs Their Invite Re-Sent? You don't need to remove and re-add a teammate to give them access again. Once a teammate has been added on the Team page, they can log in directly at app.confidotech.com/login using their existing account — there's no separate "re-send invite" action required.
To Delete a Teammate:
Select the box next to the user you want to delete
To add users outside of your organization (auditors, outsourced teams, etc):
Click Add Partner
Input Contact Information
Select Has Confido Access? (Y/N)
Select their Department
Select their Manager
Click Save
Note: External Partners cannot currently be restricted to only their assigned Planning Groups/Customers on the Trade Calendar — an External Partner with Trade Calendar access can see the full calendar, not just their own accounts.
Note: Users can also be added in bulk by selecting Import by CSV
To Edit permissions double click into the tab you want to modify and select the new value
Granting GL Submission Access
GL Accessibility controls whether a user can submit or post entries to the General Ledger (GL). Users with GL Accessibility set to Yes can post to the GL; users with it set to No cannot, regardless of their role or approval workflow status.
To grant or restrict a user's GL submission access, set the GL Accessibility (Y/N) field when adding a new teammate, or double-click into their record on the Team page to update it on an existing user.
Troubleshooting: If a user can't select or see expected options (for example, planning groups when creating a promotion), check whether they have a role assigned at all on the Team page. Users added without an assigned role will be blocked from most actions in Confido. Assigning them a role (e.g., Full Access) from the Team page resolves this.
If a sales user specifically can't edit fields like buy-in date when adding a promotion, check the "Show accounting fields for sales users" setting under Trade Settings. This setting controls whether sales-role users can see and edit accounting-adjacent fields (including buy-in date) — if it's toggled off, those fields will be hidden or read-only for sales users even though other roles can edit them normally.
