Organization - User Management

Below workflows explain's:

1. Creation of new user

2. Adding a user to the default group

1. Creation of new user:

For accessing FinFlo, one can create User ID on the platform by going through simple steps that are illustrated in the form of screen shorts.

There is no restriction on the number of ID's that an organization can create. While creating a user, a role has to be assigned and the access to the platform will be as per the role given to the user. Click FinFlo - Role Matrix to learn more details on Role Matrix,

 

Advisor level, in the left navigation, select Organization and click on the User Management option.

User Management screen is displayed with a button "Add New User". Click on "Add New User" button.

Add User page gets displayed with fields that are required for adding a user. On providing details, click on "Save" button.

A new user is created in FinFlo. User receives an email with FinFlo URL, User ID and Password. User can use the details for logging into FinFlo.

2. Adding a user to Default User Group:

In FinFlo, a user is required to map to a client (from Client Management module) for users able to access the client accounts otherwise user will not be able to find the client accounts. 

Certain departments and users are required to be mapped to all the clients that are being created on the platform. To avoid manual mapping to the users, the user instance can be added to the "Default User Group" and all clients being created here after is by default mapped to the user.

Note: Clients already created will not be mapped retrospectively but a helpdesk ticket has to be raised for mapping all the existing clients to a user after adding the user to the "Default User Group" .

For detailed steps of adding a user to the default group check the link: Default-user

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