Key Features of User Roles and Permissions
Creating a New User with Permissions
Fynlo enables you to efficiently manage users within your organization by assigning roles and customizing permissions. This ensures the right level of access and security for all team members.
Do I Need User Roles?
- For Teams & Businesses: If you have team members or collaborators, setting up user roles ensures a secure and organized workflow.
- For Solopreneurs & Freelancers: If you're working solo, you can skip this step. Fynlo works just as smoothly with a single user.
Key Features of User Roles and Permissions
- Adding New Users: Administrators can invite team members or collaborators to the platform and assign roles such as Admin, Accountant, or Viewer to provide the appropriate level of access
- Updating User Information: User profiles can be updated by modifying details like email, job title, and permissions, ensuring accurate roles for a secure and efficient workflow.
- Role-Based Access Control: Customize permissions based on user roles to safeguard sensitive data and prevent unauthorized changes.
Different roles have different access levels:
| Role | Permissions |
|---|---|
| Admin | Full access, manage users & settings |
| Manager | Manage invoices, expenses, and reports |
| Staff | View and manage assigned tasks |
💡Tip: Regularly review user permissions to align with current responsibilities.
Creating a New User with Permissions
Fynlo, designed to facilitate business growth, allows organizations to effortlessly expand their user base. With just a few clicks, users can add more members to their accounts using our software. Effectively managing users effectively in your system involves three key processes: creating a user, adjusting their permissions, and, if needed, deleting the user.
To start, follow the steps below to create a new user account and assign the appropriate permissions
Step 1: To create a new user account, navigate to Settings > Users, then click the + New User button to begin the process.
Step 2: Enter the User’s Information
📝Note: A valid email is essential to ensure the user receives their activation link.
Step 4: Set User Permissions
You can grant full access or specific permissions based on the user's role.
a. Grant Full Permission (if applicable)
💡Tip: For admin users, ensure this box is selected to avoid any access issues.
b. Select Individual Features
Step 5: Click Save to complete the setup. The application will be submitted to our system admin for approval.
📝Note: After saving, an activation email will be sent to the user’s email address. Once approved, the user will receive their password via the registered email.
🛠️Troubleshooting: No Activation Email Received?
If the new user hasn't received their activation email, try the following:
This will send another activation email to the user.
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