How to Add and Manage Users

Introduction,

At Financio we know how important it is to collaborate with your team and accountants or even your auditors. That’s why we allow unlimited users on Financio.

Start by navigating to the Users tab under Companies at the control panel from the menu bar.

On the first page, you will see your personal information that was provided upon account creation and you will be the Admin Owner.

To add a new user, simply click on the add new button. At the pop-up, you will find see 3 different options for users.

• User – Which is commonly given to anyone in your business who needs access to some or all the modules,
• SuperUser – Which is granted to accountants/auditors. 
• Admin Users – for supervisors, managers etc.

Now, start by keying in the email address and selecting the type of access you would like to provide for the relevant user. Financio allows you to limit access by None, View Only, View + Update/Delete, View + Update + Approve.

*Do Note if you select None – the user will not see the Sales module at all and you may also choose which modules apply to the respective users such as Sales, Purchases, Tax, Report, Employee, Product, Contact and/or Transaction. You may also choose to give them full access as a user simply by clicking on the “Reset to Full” button.

Mobile App Access

Once completed, scroll to the bottom of the page to grant access to Financio Connect mobile app. Yes! If you don’t already know Financio has a mobile app available for download on IOS and Android. Simply select the type of mobile app access you would like to grant the user and hit create.  

Superuser access is shared with external parties Financio allows you to limit the duration as to how long they would have access to your account by toggling the “Set Date Limit” button to On and setting your preferred start and end date.

Add a note for your own internal reference, give them supervisor/accountants access on Financio connect mobile if necessary and create.

Admin access can be granted to a manager or other team members who require full access and control over the account you may switch the access type to with the relevant access rights to Financio mobile apps and create.

Finally, once the user access has been created the respective user should receive an invite via email for them to activate their access by creating a password then they should be able to login to Financio concurrently with their email and password.