Who can use this feature
Roles: Owners and Admin
Plans: Available on Basic, Standard, Plus, Advanced and Scale
As a business owner or manager you might need oversight of which entities your employees and clients have access to on Syft. This feature gives you an overview of all connected users and which entities they can access.
Under “Users” within "Settings", you will see a list of the users connected to Syft when you click on the "Your organization" or "External organizations" top tabs. Here you can view or change which entities users have access to as well as their role.
You can also view which users have access to a certain entity by navigating to "Home" and clicking on the dropdown arrow next to the entity.
Roles are divided into Internal and External roles. Within Internal roles, the standard roles are:
Owner: access to everything
Admin: access to everything except for settings, enterprise setup and billing
Staff: access to everything except users and roles, settings, enterprise setup and billing
Client: limited access to specific reports and visualizations for their entity
Within External roles, the standard roles are:
Accountant: access tailored for accountants to all reports and transactionals
Auditor: access tailored for auditors to all reports and transactionals
Oversight: access to summary reports only
Account: access to all reports excluding detailed transactions
Transaction: access to all reports and transactional detail
If you have created custom internal or external roles, then users assigned to those roles will have access to the specific feature set you have allocated to that role.