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Control what your staff can see in Financial Cents

Now you can manage what your staff can see and do in Financial Cents with customizable user permissions! So they only have access to the things you want them to see.

 

Below are a few things you can manage with the new user permissions feature!

  • Who can see projects assigned to other people on your team
  • Who can see client billings & effectively hourly rates
  • Who can invite team members, edit roles & permissions

 

Managing your user permissions is so easy. Just go to your “Invite Team” tab and click “Permissions” as seen below. Once on the page, you can select which roles can see and do what with a single click.

Customizable User Permission
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Check out the new features with a 14-day free trial!

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By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.