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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here
for more info!
The Financial Role can be used to limit access to financial assets (widgets, dashboards) and the Accounting Mapping.
This role will 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.
To access 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.
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 unselect all other roles you don't want to grant access to.
- Click Apply.
To limit access to information on dashboards
- 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 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.
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.
To create and delete roles, and to assign or remove role access to specific menu items or tabs in the app, please refer to Role Management in MSPbots.