Manager User Feature

While our default is to manage your team’s access for you as a client, some clients like to have more control on their end, and our Manager User feature is just the solution for that need.

 

Manager Users have more control and visibility to supervise various aspects of the Finch App for their organization’s team members.

Manage

Team Users

View & Edit

Control

All Reports

Access

Manage Team Users:

• Access to view the organization’s list of users and the various modules the team members have access to.

• Add new users as your team grows and give those new users access to the various features of the Finch App they’ll need.

• View each user’s profile in detail to see how many open check requests and expense reports they may have, along with the detailed information of their abilities within each feature they have access to.

• Edit ability in each user’s profile to provide or revoke access to the various modules of the Finch App.

View & Edit Control:

• View any and all check requests of your team in any status – at the summary table level and in detail.

• Edit and/or approve any check request up until it is processed, irrespective of who the requester and approver are.

• Simply email us each month when you want your Finch report generated

• View any and all expense reports of your team in any status – at the summary table level and in detail.

• Edit and/or approve any expense report up until it is completed, irrespective of the workflow.

All Reports Access:

• Access all report pages for the organization.

• View or download any of the detailed financial reports for the organization.

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