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Team Management

Effective team collaboration is crucial for managing your business finances. Fiskl allows you to add team members with different roles and permissions, making it easy to share the workload while maintaining control over sensitive information.

User Roles and Permissions​

Fiskl offers four user roles, each with specific permissions:

Owner​

  • Full access to the Fiskl account and all users
  • Only user who can access subscription and billing information
  • Full accounting access

Admin​

  • Full access to the Fiskl account and all users
  • Cannot access subscription and billing information
  • Full accounting access

Billing User​

  • Create and send invoices and quotes
  • Create items (expenses, mileage, and time)
  • View only their own items

User​

  • Create items (expenses, mileage, and time)
  • View only their own items

Accountant​

  • Produce reports
  • See your Chart of Accounts
  • See your Transactions
  • Manage all your business finances
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Sensitive financial information, such as accounting details and key business metrics on the Fiskl dashboard, is only accessible to owners and admins.

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Adding accountants to your Fiskl account is included in all Fiskl plans.

Managing Team Members​

Inviting a New Team Member​

  1. From the left menu, select "Team members"
  2. Click on "Invite new member"
  3. Enter the team member's information:
    • Name
    • Email address
  4. Assign a role
  5. Click "Send invite"

The new member will appear in your list with a "Pending" status until they accept the invitation and log into Fiskl.

Changing User Roles​

  1. Go to the Team Members page
  2. Find the team member in the list
  3. Click on their current role
  4. Select the new role from the drop-down menu

The user's access levels will automatically be updated.

Deactivating a User​

  1. Locate the user in the team member list
  2. Switch the toggle next to their name to the off position

The user will remain on the list but will be inactive until reactivated.

Reactivating a user​

  1. Find the deactivated user in the list
  2. Switch the toggle back to the on position

Deleting a Team Member​

  1. Deactivate the user first
  2. Click the delete button that appears next to their name

Best Practices for Team Management​

  1. Regularly review team member roles and permissions
  2. Assign the least privileged role necessary for each team member's responsibilities
  3. Promptly deactivate or delete accounts for team members who leave your organization
  4. Educate your team on the importance of maintaining the security of their Fiskl login credentials

Troubleshooting​

If you encounter issues while managing your team:

  1. Ensure you have owner or admin rights to make changes
  2. Check that the email address for new invitations is correct
  3. If a user can't access certain features, verify their assigned role and permissions

For persistent issues, contact Fiskl support for assistance.