About user accounts
If needed, you can create new user accounts for your staff or business partners. Adding separate user accounts is a secure practice, as it enables you to restrict their access to only the necessary information. The number of accounts you can create will depend on your Finqu subscription plan. To compare features across different subscriptions, please visit Finqu's pricing page at: https://www.finqu.fi/hinnasto
User groups
You must add at least one user group before you can add users. A user group determines which data the user has access to.
Adding a user group
Go to Staff section in the top right corner menu.
Click Add Group.
You can select a pre-created template for the user group from the Create permissions from template menu. Alternatively, you can manually set the permissions (step 6).
Enter a name for the user group.
Select the sales channels that the members of the user group can use. If not selected, users will have access to all channels.
You can manually select which data users can access in the Permissions section. This will override the default settings if you selected a predefined template in step 3.
Click Save.
Adding a user account
Once a user group has been created, you can add new user accounts and associate them with groups.
Go to Staff section in the top right corner menu.
Click Add account.
Fill in the user's email address, first name, and last name.
Select the user group to which the user will be added.
Click Confirm order.
Once created, the user will receive an email with instructions on how to log in to their Finqu account.