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Global User Management

Fintesk's Global User Management gives you control over the access rights that users have, under five specific categories: Deals app, "Global Permissions", and "Account Settings".

Access rights​

To view the access rights of users in your account, go to Company Settings > Manage Users

The access rights for each category are the following:

  • Admin access
  • Regular user access
  • No access

To change access for a user, click on “..." to the far right of the user, then select Edit access rights.

This will open up the Access rights panel, where you will see the options you have for assigning access or editing permissions.

You can click on the blue check boxes to give access, or use the available drop-down menu to edit the existing permissions.

Once you have made your desired changes, click the green Edit button at the bottom of the panel and Confirm the changes.

Deals app​

"Deals access" allows you to use Fintesk’s core sales functionality.

By having access to deals, you’ll have access to your pipeline, deals, contacts and all related features. Within deals, users are assigned visibility groups and permission sets to control what they can see and do in the account.

"Deals access" requires a paid seat in your account. Any user added with "deals access" will be assigned a permission set.

Users with "deals access" will have access to our deals section with the pipeline.

Global permissions​

This category grants permission to the rest of the shared functionalities (such as contacts, activities, importing, etc.) to enhance the cross-product experience.

"Global permissions" are automatically applied if the user selected has access to at least one app.

Account settings​

"Account settings" access rights give you the ability to view and edit your company billing details, security settings, company settings, user management and personal settings.

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Note: Users with "account settings" only will not have access to deals, so they will not see deals, pipelines and other core features of Fintesk in the web app.

If the "deals access" is not enabled, the "account settings" user will have a free seat in the account.

If you would like to assign "deals access" to a user with "account settings" access, you can do so by enabling both access types for that user. Please be aware that, as you’re adding "deals access", you’ll be adding a seat to your subscription.