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Multi User Access with Specified Permissions

At the moment multiple people can be logged into to the same account at the same time. But it's "all or nothing"

We'd like the ability to let people create additional logins with permissions to access just certain areas (ie, Sales invoices - but not bank accounts)
  • KashFlow Product Manager
  • Jan 10 2017
  • Released
  • Oct 5, 2017

    Admin response

    I'm extremely excited to announce we have, today, made enhancements to the additional user functionality in KashFlow:

    - New permission based roles

    - New Audit Trail

    - New Profile Management

    - New Reports area

    For more details, please visit our Knowledge Base article

     

    Thanks

    Natasha

  • Attach files
  • J Narain commented
    10 Nov, 2017 10:40am

    For those who don't know the basic users have access to very sensitive information like how much was spent on wages  and entertainment!. I am having to move accounting software because of this.

  • Anonymous commented
    31 Oct, 2017 03:58pm

    I am taking on another member of staff and have been looking at setting her up with limited access on Kashflow.  However, the basic role which is fine, still allows her to access the financial reports, especially Profit and Loss.  I do not want other staff to be able to access this information.

  • Steve Taylor commented
    5 Oct, 2017 01:31pm

    Thanks Natasha!

    I have just added it now. Thanks for allowing people to continue to comment here and clarifying the position too.

    Steve

  • Natasha Chryssafi commented
    5 Oct, 2017 01:22pm

    Hey Steve

    Thanks for the feedback.  I definitely want to leave this thread open for comments, however one must relate back to the original request which has now been fulfilled.

    Please can I suggest you create a new entry to suggest that Sales have the ability to copy templates (also please can you give some step by step instructions on how you do this in the master admin account).  Canvass users can then vote on this suggestion for future inclusion.

    Thanks

    Natasha

  • Steve Taylor commented
    5 Oct, 2017 01:17pm

    Hi Natasha,

    I've waited over two years for the ability for secondary users to be able to copy template estimates, and copy estimates to invoices.

    I think that rather than "patting yourselves on the back" at KF, a degree of contrition towards several hundred users over the time it has taken to implement this would be nice to see. At the very least, I'd politely suggest that leaving this "open for comment" would allow you to see how it is received.

    I must be honest and say that I'd be worried that any new request on this matter may not be dealt with for a similar length of time.

    Given the volume of people waiting, and being in the market research business, I don't know whether you may have considered asking your users what they wanted from this feature?

    I am happy that my team can now get on with things without me needing to be involved, but the decision to not allow Sales people to add projects seems silly. You've clearly built the mechanisms to manage this now, so I cannot imagine that it's a complex step to make this one change?

    The comment above about access to journals seems to be very important too.

    Thanks,

    Steve

     

  • Natasha Chryssafi commented
    5 Oct, 2017 12:42pm

    Hi All

    Please can you create a new Canvass entry for any further suggestions post today's release as this one is now marked as "Complete".

    Thanks

    Natasha

  • Christian Arnott commented
    5 Oct, 2017 12:18pm

    This is a decent step but I would like to restrict access to journals given that they can really mess things up!! A dual full access to sales and purchasing only would seem logical to me

  • Steve Taylor commented
    5 Oct, 2017 12:11pm

    I agree with Nick Robinson's comment above.

    I've just implemented it over three users in my company.

    I would like to know the rationale of not allowing the "Sales" role to add projects. What was the thinking behind that decision? Seems a benign thing to block and one that we could really use.

    Great that it's finally been done. An epic wait.

    I'll report back here with any issues.

    Thank-you.

  • Nick Robinson commented
    5 Oct, 2017 09:08am

    At last we have some progress and thanks for that Kashflow.   Getting this area right will open up Kashflow to much larger businesses than presently use it.  

    The user access permission settings you provide will cover most situations.  Can I suggest though that for each of the categories (except admin of course), there is an option to give read only access i.e. the ability for people to see information without being able to make alterations.

  • Andrew Mills commented
    4 Oct, 2017 02:32pm

    Can we have an update please

  • Andrew Mills commented
    4 Oct, 2017 02:31pm

    Any update on this please

  • Steve Taylor commented
    29 Sep, 2017 03:29pm

    4 days later and still no update. I went to my daughter's Harvest Festival service at her school this morning. I don't know what better represents "early autumn" than this happening. Update please.

  • Steve Taylor commented
    25 Sep, 2017 07:03pm

    We are at "early Autumn" now. Harvest Festivals are in full flow.

    Can we have an update on progress please?

    I think we've all shown extraordinary patience here.

    Steve

  • Navin Sehmi commented
    25 Sep, 2017 12:43pm

    I've been checking my e-mails for these elusive updates and we are now in Autumn. Can we have an ETA please. Thanks. 

  • Helen Thomas commented
    11 Sep, 2017 11:11am

    I requested this a couple of years back!   Come on KashFlow.  Early Autumn is here now.

  • Guest commented
    9 Sep, 2017 11:19am

    We will be making a move away from Kashflow if this is not implemented within 4 weeks. It is an essential tool that is lacking and the lack of progress updates is frustrating. In general, the development of features in Kashflow is very poor and it is starting to trail behind. Support is also quite poor.

  • Roland Hunter commented
    19 Aug, 2017 02:48pm

    I agree, please can we have a date when this will be implemented. 

  • Chris Kennett commented
    9 Aug, 2017 03:17pm

    @Keith Hughes
    I'd give up waiting... There are a number of suggestions on here that I created some 3-4 years ago on the old Kashflow User Voice system, that was replaced by Canvass. This is one example of my suggestion, directly copied over to Canvass, but obviously I lose credit for it as it simply assigned to 'Kashflow Product Manager'.

    I wouldn't hold your breath on this, or multi currency bank accounts, or multiple customer contacts... all my suggestions, all still pending 4 years later.

    We are actively looking at alternatives to Kashflow now.

  • Peter Radcliffe commented
    4 Aug, 2017 10:04am

    We will all need this with the new GDPR regulations coming out next year

  • Keith Hughes commented
    27 Jul, 2017 08:57am

    This is very poor service. We are being strung along and told ever changing timelines. These functions are offered on competitors systems. We may now need to go elsewhere which is sad as the rest of Kashflow works quite well for us. Even if the selections it currently offers the restricted user were tweaked. 

    Why can a restricted user have access to the purchase order section and view suppliers and cost prices but not access the customers section to get a phone number or update notes.

    If you were to pick a few selections then surely CUSTOMER, QUOTES & INVOICES would be better. 

    If that was done we could hang in for a while longer but throw us a bone Kaskflow!

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