Who can use this feature
Roles: Owner and Admin
Plans: Available on Standard, Plus, Advanced and Scale
Users allows you to add other people to your Syft account. Users can be in the form of your staff, investors, owners or clients. You can set varying permissions for each user.
Invite users
The Users tab is where you should go to add and manage your users. To access this tab, click on your profile picture icon at the top left of the screen and then select Users.
Here, you can choose between inviting new users one at a time or importing them in bulk via a spreadsheet. You will then get a clear overview of your organization's users, roles, entity access, and login method.
You can also add existing Syft users to your organization by clicking the "Add user to entity" button and then selecting the relevant entity.
💡 Pro tip
While Syft has a set of standard user roles, you can also create your own custom roles by clicking on "Create custom role."
To edit a user's details, click on the pencil icon and select the relevant entity or role for that user.
Roles
To set up permissions for users consistently, navigate to the Roles tab underneath Users. Here, you can choose from several preset roles, namely:
Owner: Can invite new users to the organization, manage billing, and access to all features. This is recommended for the owner of the account, who will manage billing.
Admin: Can invite new users to the organization and access to all features.
This is recommended for super users in your organization.
Staff: Access to all features but can't invite users or manage billing. This is recommended for users in your organization.
Client: Limited access to features and inability to add entities to Syft. This is recommended for users who are clients of your organization.
For roles external to your organization, choose one of the roles labeled as a "GUEST." These include the following:
Accountant: Access tailored to accountants, including all reports and transactions. This is recommended for your accountant, who has their own Syft account.
Oversight: Access to top-level metrics in oversight only. This is recommended for users with their own Syft account, who only need to see account balances for your entities.
Account: Access to all reports excluding transaction-level data. This is recommended for users with their own Syft account, who only need to see account balances for your entities.
Full access: Access to all reports and transaction-level detail. This is recommended for users with their own Syft account who need total access to your entities.
Click on the drop-down arrow next to the Role name to see what Syft features they have access to.
