FAQ About Employee Position Settings

The email is only a notification of being added to the company, it does not contain a confirmation code, etc. that is required for continuation.

Therefore, employees do not have to wait for the letter, but can register immediately at https://my.finmap.online/auth/register/en 
After that, they are immediately transferred to the company to which they have been added.

To get access to Finmap, an employee must register in the service at https://my.finmap.online/auth/register/en (the password is generated by the employee)

All companies, both your own and those to which you have been added, will be displayed in the Company Menu (upper left corner) or in the Settings https://my.finmap.online/settings/companies

❗️ It is important to note that companies do not overlap with each other, so the Company Owner will not see other companies in your account

To prohibit an employee from viewing the balance of certain accounts and the Total on accounts, it is enough to disable this indicator

To give an employee access to only one account, open the first All accounts block in their position.

Select the account(s) that your employee should work with.

You will need to add access to:

– All 3 accesses are enabled: Balance sheet display, transaction log, transaction editing
– Access to edit and view the invoice for which synchronization will be connected
– Access to No income categories and No expense categories
– And access to the Accounts in the Settings block

To give an employee access to combine income and expense payments into a transfer, you need to grant the following accesses:

1. edit access to both accounts that will participate in the transfer

2. access to delete No income categories and No expense categories

In order for an employee to import a bank statement, they must:

1. have access to Edit transactions
2. have access to the account to which the statement will be downloaded
3. and in the Settings, the functionality of Editing accounts is selected

Since the transfers contain 2 accounts between which the transfer takes place, you can
you can close access to them as follows:

To all transfers that should be hidden, add a tag, for example, with the name “close access”
Next, in the employee’s position, you need to completely close access to this tag

Since Invoices in the service are created without specifying an account and category, an employee must have access to the position to view them:

– counterparties that we plan to indicate in the Invoices,
– the “No accounts” position,
– the “No category” position.

If a user cannot see or edit certain operations, you should check their position settings.

Pay attention to whether you have access to view/edit all the entities specified in the transaction: account, category, counterparty, project, tag.

We recommend making comparisons in two separate windows to compare each entity:
1. the window with the transaction
2. employee position settings