You are the founder of a growing business using Metric to manage your finances. In the initial stages, it was easy to add your entries regularly and let Metric keep track of them all. Now that your business is expanding, the workload of managing everything on your own is becoming overwhelming. While metric automates a lot of financial processes for you, letting only the founder have access to the app often puts an enormous amount of workload on one person. You need help with the day-to-day tasks of keeping your finances in order, but you’re hesitant to share your credentials with anyone else. You’re right, this compromises the security of your financial information. So, what to do?
This raises a need for other users in the same app with limited or specified access. Luckily, the metric app has just released a major product update that solves this problem. With the new multiple-user access feature, you can invite other employees to access your business account on different access levels, enabling collaboration and customized access. So basically, you don’t have to handle everything on your own anymore, but you can still ensure that each user has the appropriate level of access to your financial information.
How does this User Access Product Update work?
- Founder has the parent account
As the founder, you’ll be the admin and have full access to all of the app’s features, making you the primary account holder.
- Invite other users
From there, you can go to the menu and invite other users.
- Three access levels
You’ll get to choose the access level for each user from the 3 available that are:
- View-only
- Manager (The manager role can even be customized based on what you need.)
- Full access.
- Remove a User
If you ever want to remove a user, you can do it easily through your admin account by a few clicks.
Benefits of using multiple-user access
1. Collaboration
With the ability to add multiple users to your account, you’ll be able to work together more efficiently than ever before.
2. Customized access levels
This will ensure that each user has the appropriate level of access to your financial information, adding an extra layer of security.
3. Distributed Workload
By using this feature the assigned employee or individual can enter data from their domain and all the work doesn’t end up on the founder’s plate.
4. Transparency and Control
This feature lets everyone involved have access to information while letting the founder be in control and keep a check on all activities happening.
So why wait? Try out the multiple-user access feature today and see how it can transform the way you manage your finances.