The complete list of users is visible within the Manage Team page. At the bottom of this page, you can invite a new user to the FloQast engagement by entering their email address and designating their user type permissions.
You can change a user type in the 'Type' drop down and change user access by clicking the "Access" drop-down.
The following are user type options in FloQast:
Admin: Full access across FloQast; no changes to the current role, and is ideal for a Controller/Accounting Manager on a small team.
Manager: Full access across FloQast except for Manage Entities (where only calendar settings is allowed) and Manage Team (where no access is allowed). This is a Controller/Accounting Manager at an Enterprise company.
System Admin: Access to Team Settings and Company Settings only; this is an IT user. When the System Admin logs in, they are taken directly to settings and that is their only access point.
User: Access to the Dashboard, Close the Books, Checklist, Reconciliations, and Review Notes; no changes to the current role, this is a staff/senior accountant role.
Workflow User: Access to Dashboard, Close the Books, Checklist, Reconciliations, and Review Notes. This user does not have access to documents or refresh reconciliations. This is someone involved in the close but does not work on or have access to reconciliations/files.
Note: There is no limit to the number of Admin users within an account as long as it is within the contracted user limit.
Note: You can also convert users to Auditors and Auditors to users: https://help.floqast.com/hc/en-us/articles/360002043352-Invite-Auditors-to-FloQast