By default, FloQast has six user roles: Admin, Sys Admin, Manager, Advanced User, Ops User, and Auditor. More information on these roles can be found here.
Additionally, Admins and Sys Admins in FloQast can create Custom Roles to suit their team's specific needs. Permissions can be added or removed from the Manager and Advanced User roles to create these custom roles. The permissions that can be added or removed from a role to create a Custom Role depend on the base role selected.
If the Manager role is the base role, the following permissions can be edited for a custom role:
- Add the ability to add, remove, and change other team members’ roles in FloQast
- Remove the ability to add and delete folders from the folders tab
- Remove the ability to view or edit the trial balance.
- Remove the ability to modify Reconciliation settings, such as Fixed Balance, Auto Signoff, Reconciliation thresholds, and Tags
If the Advanced User role is the base role, the following permissions can be edited:
- Add the ability to add or edit recurring Checklist items via inline editing
- Remove the ability to view or edit the trial balance
Any combination of these permissions can be added or removed from the Base Role to create a new Custom Role.
Admins and Sys Admins can create a Custom Role from the Roles tab in the Admin Settings.
First, the base role will need to be selected (1). The permissions that can be customized are dependent on the Base Role selected as outlined above. Then, you will need to add a Role Name (2) and a Role Description (3).
After that, you can click Edit Role to change the permissions for this Custom Role.
From there, you will be able to check or uncheck the permissions you would like to remove or add.
After that, you can save changes, and your role will be ready to use!
Once a Custom Role has been created, it can be assigned to users from the Team Members Settings page.
After a Custom Role has been created, you can edit it by clicking on it from the Roles tab and then clicking Edit Role, as you did when changing the permissions initially. From the Roles Settings page, you can view all your team's Custom Roles, along with their creation and last edit details.
Additionally, changes related to Custom Roles and Permissions are all tracked on the FloQast Audit Report.
If you have any questions about using Custom Roles in your FloQast, please reach out to support@floqast.com or your Accounting Success Manager.