Yes, user roles can be customised on the OFX platform. Customising user roles allows you to tailor permissions to match the specific responsibilities of each team member, ensuring that users have access only to the features and data relevant to their role.

Prerequisite:

• User Manage permission is required to edit user roles and permissions.

• Users cannot assign permissions that they themselves do not have.

Next Steps:

To customise a user's permissions, follow these steps:

1. Log into your OFX account using your administrator credentials.

2. Navigate to the Team section: On the sidebar menu, select Team.

   

3. Find the user: Use the search bar to locate the user whose role you want to customise.

   

4. Edit permissions: Click the tick boxes to add or remove specific permissions for the user. You can assign a pre-configured role (such as Employee, Approver, Viewer, etc.) or create a custom role by selecting only the permissions you want the user to have.

   

5. Save changes: Click Save to apply the updated permissions.

   

After saving, the user’s permissions will be updated immediately. A confirmation message will appear.

Why is this important:

Customising user roles is essential for maintaining security, compliance, and operational efficiency. By assigning only the necessary permissions, you reduce the risk of unauthorised access to sensitive information and ensure that each team member can perform their duties effectively. This flexibility also allows you to adapt user access as your business needs evolve.

Related FAQ Articles:

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