Add new team members here or adjust their role (what they can see and do) and access to entities. You can mark team members as inactive to block their ability to login. Only after that you will be able to remove the user, by using the "garbage"-icon on the right. You can see the 2FA status and it is possible to require 2FA for all team members.
Roles and permissions
💡Find more details on what access roles will provide by clicking the "info"-icon next to Role.
In summary it is the following:
Owner: can do anything
Accountant: can do anything, except for managing the Team
Reporting: can see Reporting & Working Capital, not make any changes in Setup
Stakeholder: can only see Dashboards & Financial statements
Stakeholder (basic): can only see Dashboards
Stakeholder (drilldown): can only see Dashboards, yet with drilldown option
Finstack also support custom roles. Please use the chat interface within Finstack to request a new role with permissions to your liking.
Pending invites
For security reasons invites are only valid for a specific period (14 days). This means they will expire. You can renew an expired invite and send the invite email again, by using the "refresh"-icon on the right.
