Who can use this feature
Roles: Owners and Admin
Plans: Available on Basic, Standard, Plus, Advanced
As a business owner or manager, you might need to oversee 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. You can do just this under “Entities” within the settings menu. Let's see how.
Step 1: Go to settings
To get to the settings menu, click on the arrow next to your profile picture icon.
This will open the settings menu.
Step two: Go to Entities
From here, you will see the Oversight section, where Entities is housed. Click on Entities and you will be able to see all the entities within your organization divided into two sections:
Your entities
Those you do not have access to
To see who has access to an entity, click on the drop-down arrow next to that entity's name.
An alternative method: visit Home
You can also view which users can access a particular entity by navigating to "Home" and clicking on the dropdown arrow next to the entity.
Roles are divided into Member and Guest roles. Within Member roles, the standard roles are:
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.
Within guest roles, the standard roles are:
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.
If you have created custom member or guest roles, then users assigned to those roles will have access to the specific feature set you have allocated to that role.