As your business grows, you may need to add more team members to help manage your Fincra account. This guide will walk you through how to create roles with specific permissions and add users to your account, ensuring that each user has access only to the features they need. Follow the steps below to get started.
Begin by logging into your Fincra dashboard. Once logged in, navigate to the Users and Roles section.
Managing Roles
Step 1: Accessing Roles Management
After selecting Manage Roles, you’ll be presented with a screen listing all existing roles. By default, there is a Super Admin role, which has full permissions and complete access to the account. Assigning the Super Admin role to another user means they will have the same level of access as the main account owner.
Step 2: Creating a New Role
To add a new role, click on the Create Role button. This will take you to the role creation page where you can define the role’s permissions.
Step 3: Adding User Details and Assigning a Role
- Enter the Name and Email of the user.
- Then, select the appropriate Role from the dropdown menu based on the level of access you want the user to have
Step 4: Completing User Creation
Once all the information is filled in, click the Create User button. The user will receive an email with a prompt to set up their password.
Note:
It’s highly recommended as a good practice to assign roles based on user responsibilities (e.g., accounting, support). This ensures that users only have access to the features and data necessary for the assigned role.
A user’s access can also be revoked temporarily or permanently by deactivating their account from the Manage Users section.