| Description | This article demonstrates the different user roles available in Forwardly. |
| Objective | At the end of this article, you should be able to identify the two different user roles available on Forwardly. |
| Estimated reading time | 5-6 minutes |
Information access in the Forwardly system uses role-based access control, which means that access rights are assigned to roles, and users are then assigned to one of these roles to allow them to inherit the permissions specific to their roles.
On Forwardly, there are only two user role types.
| Role | Typical Title | Access Rights | Team Building | Summary |
| Accounting Firm |
|
Full access; can create advisory reports. | Yes - can add new users to "Team". |
The Accounting Firm role is the type of role that you would assign to someone in an advisory position, like an accountant or a bookkeeper. This role allows the user to be able to create advanced financial advisory reports based on custom projections. |
| Business Owner/CFO |
|
Edit and View access; cannot create advisory reports. | No - can only add users to a specific business. | The Business Owner role is - as the term implies - what you would assign to the owner of a business. This assigns them full rights to work with the financial data concerning their business. This role is suitable for a CFO or someone in a similar C-suite capacity. |
| Warning: Once an account is created, a user role type cannot be changed. |
As an Advisor that handles multiple accounts, Forwardly offers proactive forecasting and tools that add value to the services offered to their client base. Likewise, Business Owners or a company's CFO can enjoy forecasted data and cash flow planning tools with Forwardly.
Both roles allow for integrations with leading accounting platforms, such as Xero, QuickBooks Online, and more. Both roles can connect as many businesses as they want and need, create customized and system-forecasted financial projections, perform ongoing financial monitoring, gain real-time data access with on-demand syncing, and deliver projection comparisons through exportable spreadsheets, all the while working under an interactive financial KPI dashboard.
The Forwardly Cash Flow App is free for both Advisor and Business Owner users. The only functional difference between the two roles/accounts is that Advisors have the capacity to create and export white-label Advisory Reports to present their findings to their clients, while Business Owners and their CFOs will share that information internally within their respective teams.
| Tip: Curious about what features Forwardly offers? Find out what's included in a Forwardly account. |