User and account settings

All things for account administration

7 articles in this collection
Written by Hannah Dawson and Matthew

Users and invites

Invite your teammates or accountant to Futrli

More heads are better than 1 when it comes to your business. So invite your team, accountant and bookkeeper with ease. Here's how.

Written by Matthew
Updated over a week ago

How do I edit the permissions, or delete a user from my Futrli account?

Sometimes you need to upgrade or downgrade permissions, or if people leave your company, you'll need to revoke Futrli access. Here's how.

Written by Matthew
Updated over a week ago

How do I set the right permissions for users that I invite?

Permissions are pretty granular in Futrli and you can even add your own. As you add users you're given this information, but here's a list.

Written by Hannah Dawson
Updated over a week ago

Custom roles

If the pre-set roles that we have created aren't enough you can create your own combination or permissions in another role. Here's how.

Written by Matthew
Updated over a week ago

Account settings

Your Xero or QuickBooks data connection to Futrli

Syncing and what to do if your connection gets broken.

Written by Matthew
Updated over a week ago

Understanding your workspace

This where you see, add, edit, remove organisations, data, roles and people.

Written by Matthew
Updated over a week ago

Connecting more than one organisation to your Futrli account

If you have more than one business, or are an accountant or bookkeeper with multiple clients, this is how you add additional organisations.

Written by Matthew
Updated over a week ago