Bizimply

How to create and assign a Role on Bizimply for your employees

How do I give or restrict access to Bizimply

Learn how to set up correct permissions for your managers

Troubleshooting Manager Permissions

How to create a new role for permission and access on Bizimply?  How to give someone specific access to certain parts of Bizimply

How do I create a custom role

How to change what an employee can see and do on Bizimply

How do I change the permission levels that an employee has on Bizimply

How should I manage employee accounts, roles, and plan limitations in Bizimply?

Creating & Assigning Roles

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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