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Administration & Security · Users, Roles & Permissions

Users, roles and access permissions

Granular access — everyone sees exactly what they should.

14 days full access · No commitment · Cancel anytime

Users, Roles & Permissions — Finsense

How roles and permissions work in Finsense

Granular access — everyone sees exactly what they should.

Give everyone on the team exactly as much access as they need. Build roles with fine-grained permissions for every module and action, restrict account visibility by group, and manage users centrally — with no risk of anyone seeing or changing something outside their remit.

Roles can also restrict account visibility by group, so a team at one site never sees another's money. Combined with the audit log and the platform's wider security, you know both who can do what — and who actually did it.

Key Capabilities

Roles and user groups with shared permission sets
240+ granular permissions by module and action
Custom permissions for individual users beyond their role
Restrict account visibility by account group
Two-factor authentication (2FA) for every user
Team invitations with a pre-assigned role

Related features

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14 days full access · No commitment · Cancel anytime