Catacloud Servicedesk

A comprehensive guide to roles, access groups and detailed permissions – and why users sometimes cannot perform actions even though they appear to have access.

Access control and user permissions in Catacloud

Limit access gives department managers insight into their own department in the accounting reports. Here's what the setting covers, what it doesn't, and how to set it up.

Limit access per department: what the user sees – and doesn't see

How to give your auditor access to vouchers, reports and ledgers – without the auditor being able to change anything in the accounts.

Give your auditor read-only access in Catacloud

The Files menu in Catacloud shows individual files by default. Here's how to share files with colleagues and auditors via a department or project.

Why can't I see my colleague's files – and how do I share files?

How to deactivate a user who should no longer have access to the company, and how to remove them completely – including from "My team".

Deactivating or removing a user from the company

Florence C.L.H. Kröger-Smedmann

Give colleagues and your auditor access, limit what they see, and remove users from the company.

Give and manage access

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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