Add users and choose their roles
Every plan includes unlimited users. An administrator adds each person on the Users and roles screen and gives them one of seven roles. The role decides what the person can do, from setting up the group to reading approved board packs only.
Add a user
- Open the Users and roles screen and choose Add user.
- Enter the person's email address, their name if you want it shown, and their role.
- Finconsol shows a temporary password once. Give it to the person. They set their own password the first time they sign in.
Finconsol does not send an invitation email, so pass the temporary password on yourself. From the same screen you can reset a password, let a locked-out user sign in again, deactivate or reactivate a user, or delete one.
The seven roles
| Role | What the person can do |
|---|---|
| Tenant Admin | Has full access. Manages users and setup, closes a month and reopens it, and can approve entries. |
| Preparer | Prepares the close by matching intercompany and drafting eliminations and journal entries. Cannot approve them. |
| Approver | Approves or rejects journal entries and closes a month. Cannot draft entries, never approves their own and cannot reopen a month. |
| Viewer | Reads reports only. Cannot open journal entries or the change log. |
| Auditor | Reads reports, journal entries and the change log, and cannot change anything. |
| Board reader | For a director. Opens approved board packs and nothing else, so it shows no statements and no live figures. |
| Investor reader | For an investor or shareholder. Opens approved investor updates and nothing else. |
What a role covers
A role applies to every company in the group. Finconsol does not limit a person to some of the companies, so give the board reader or investor reader role to anyone who should see only approved packs.
Because one person drafts an entry and another approves it, a group usually needs at least one preparer and one approver, or an administrator who does both. When an administrator approves their own entry, Finconsol records that no second person reviewed it.
How many users
Every plan includes unlimited users. During the free trial you can add up to 10, each with an email address at the same domain as the person who signed up.