The Financial Role limits user access to financial assets like widgets and dashboards, and the Accounting Mapping. This role is granted to the user that integrates Accounting Software like Xero and Quickbooks to the MSPbots App. This user is in charge of assigning the financial role to other users.
The financial role is required to perform the following tasks:
The Accounting Mapping feature allows users to display and map their chart of accounts in MSPBots and use it to create widgets, bots, and dashboards. Only users with a financial role have access to Accounting Mapping.
To create and delete roles, and to assign or remove role access from specific menu items or tabs in the app, please refer to Role Management in MSPbots. |
Note: Currently, the app has no feature that enables users to change role access for multiple assets simultaneously. If you need to update a batch, send the list of assets and the corresponding role access to the MSPbots Support Team at support@mspobots.ai. |