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The Financial Role was created to allow clients to set which users will have can be used to limit access to financial assets (widgets, dashboards) and specific menus in the App such as Accounting Mapping.
This role should automatically be available in the Role Management tab, admins just need to assign this role to the Financial users in the User Management tabwill be granted to the user that integrates the Accounting Software (ex: Xero, Quickbooks) to the MSPbots App. The same user can then assign a Financial Role to other users.
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To
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the Accounting Mapping
The Accounting Mapping allows users to display and map their chart of accounts in MSPBots then use it to create widgets, bots, and dashboards. Only users with a Financial role can use this feature.
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To limit access to information on widgets
- Go to Widgets on the MSPbots menu and find the widget whose access needs to be modified.
- Hover over the ellipsis ... button on the widget and click Edit.
- When the Widget Builder opens, click the Info tab and go to the Role section.
- Select Financial in the Role dropdown and delete unselect all other roles you don't want to grant access to.
- Click Apply.
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- Go to Dashboards on the MSPbots menu and find the dashboard whose access needs to be modified.
- Hover over the ellipsis ... button on the dashboard and click Edit.
- When the Edit pop-up appears, go to the Role field
- Select Financial in the Role dropdown and delete unselect all other roles restricted to accessing the report
Alternatively, you can click on the dashboard and click the Edit icon to show the Edit window with the Role field.
- Click Continue to save.
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Overview
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