User Settings

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Financio is a multiple user multiple business system. It allows a single user to manage multiple businesses, while also allowing a business to have multiple users with different level of access to the business data.

The user who created the business will be the owner of the business account, who is also granted admin access to the business account. The owner cannot be switched away from Admin.

Jump to section:

• Types of Users
• Invite Existing User
• Invite New User
• Update User
• Delete User
  
  

  Types of Users

  There’s 3 type of user available in the system.

  Type	Description
  User	User with custom defined permissions, user cannot have access to Control Panel.
  Superuser	Superuser has access to all modules & home widgets, including access to Control Panel, but not able to manage users in the business.
  Admin	Admin has full access to the system, including all modules, home widgets, Control Panel and ability to manage users.

   

  For normal user, you will have to specify their permissions to each module explicitly, and the permission comes in 4 levels.

  Level	Description
  None	No access to the module.
  View Only	User is able to view all data available in the module, but not modifying it.
  View + Update / Delete	User can view and update (including delete) all data in the module.
  View + Update  + Approve	User can view, update, delete data in the module as well as approving transaction.

   

   

  Invite Existing User

  You can invite a user and give them access to your business account, whether they are already on Financio or not.

  To invite existing Financio, you will have to search for the user by their name or full email address. To invite a new user to Financio as well as granting access to the business account, you will need to provide their email address and name.

  1. Click on Control Panel on the left menu 
  2. Select Users  
  3. Click on the + button on the bottom right to invite people  
  4. Start typing keywords (name, full email address) in Search People field
  5. Select the matching user 
  6. Update the Type
  7. Review and update the permission settings (User only) 
  8. Click on Invite 
  9. Wait for the user to accept

  

   

  Invite New User

  1. Click on Control Panel on the left menu
  2. Select Users 
  3. Click on the + button on the bottom right to invite people 
  4. Provide the details 
     • Email Address *
     • First Name *
     • Last Name *
  5. Update the Type
  6. Review and update the permission settings (User only) 
  7. Click on Invite 
  8. Wait for the user to receive email, accept by clicking on the link in the email and create their user account

  

   

  Update User

  You can update a user’s type and the permission granted to the user. However, you are not allowed to change the type if the user is the owner of the business account.

  1. Click on Control Panel
  2. Select Users
  3. Locate the user you would like to edit the permission settings
  4. Click on View 
  5. Update the Type 
  6. Review and update the permission settings (admin)
  7. Click on Save

   

  Delete User

  You can always remove a user from your business as long as it is not the owner of the business. Removed user will lose access to the business immediately.

  1. Click on Control Panel on the left menu
  2. Select User
  3. Locate the user you would like to remove 
  4. Click on the arrow beside View 
  5. Select Delete
  6. Click on OK to confirm

  

  Note

  Deleting user here doesn’t remove the user account from Financio, only user access to the business is removed, the user still has the ability to login, access or create other businesses

    Retrieve Invite Link

      You can also retrieve the user invite link manually via Financio.

1. Click on Control Panel on the left menu
2. Select Users
3. Locate the user you would like to invite
4. Click on the arrow beside View 
5. Copy the invite link and send to the user
6. User can now log in via the link