Adding users
Head to Users in the left navbar
Select the 'New user' button
Add their name and email address
If using SSO, leave the password field blank. If not, add a password.
Add some roles for the user - this can also be done later, after they're set up
š” If you're using SSO, remember to not set a password and to also add them to your SSO provider.
Assigning roles
Head to Users in the left navbar
Select a user you want to give roles to
Click on 'add' and proceed to add all the roles you want the user to have
š” If all available roles have been added, the 'Add' button will no longer be visible. Instead, it will say 'All available roles added'.
Default roles
Flinq has some default roles that you can assign to your users.
Role | Description |
Admin | Can import statements and make payments |
Profile admin | Can create and maintain profiles |
Profile viewer | Can only view profiles |
Office admin | Can manage the office settings |
Organisation admin | Can manage the organisation settings and create new offices |
Approver | Can approve payments |
You can also create custom roles to suit your business needs.