Blocker Permissions

There are three permission levels available for blockers:

• Financials Only - a user with this permission level can view financial statements, and they can drill into the account detail. They cannot view blockers on the Home page.

• Limited Access - a user with limited access can view financial statements, drill into account details and view the list of blockers on the Home page. They cannot click into or edit a blocker.

• View and Resolve Access - a user with this access level can view financials, drill into account details and view and resolve blockers including:

  • Updating credentials

  • Fixing bank/credit card connections

  • Handling detailed requests

  • Adjust transactions

  • Add comments

When requesting to add a new user, we’ll need the following:

• First and last name

• Email address

• Which permission level from above that you would like the user to have

• Indicate whether access should apply to all locations or just specific ones