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Team

Manage team members and their access

Updated this week

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. You can see the 2FA status and it is possible to require 2FA for all team members.

💡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, however will drilldown option

Finstack also support custom roles. Please reach out to support@finstack.io to enable a new role with permissions to your liking.

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