User Management | Roles & permissions

User Management | Multi-user, roles & permissions, collaboration within teams as well as tax accountant & stakeholder engagement

What is it about?

The video explains how multiple users can be managed in Frienton. It shows how roles and permissions can be assigned to make collaboration wirthin teams as well as with tax accountants and other stakeholders secure and efficient.

Key contents

1️⃣ Access user management

• Go to Settings > User Management
• Overview of all existing users and their roles

2️⃣ Invite users

• Invitation via email possible for accountants, tax accountants, employees, owners, or shareholders
• Predefined roles with graduated permissions
• Invitation contains a personal invitation code
• User sets a password and creates their account

3️⃣ Define roles and permissions

• Example: Accountant can do everything except delete the account
• Rights can be further restricted: Allow or disallow payments, grant or block access to specific bank accounts

4️⃣ Manage existing users

• Permissions can be adjusted at any time
• Access to additional bank accounts can be granted later
• Users can be removed

Summary

The multi-user function of Frienton enables precise control of access rights and the integration of all relevant parties into financial administration. This makes collaboration within the team and with external partners extremely efficient.

Updated on: 04/11/2025