| 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 |
On Forwardly, there are only two user role types.
| Role | Typical Title | Access Rights | Team Building | Summary |
| Accountant/CFO |
|
Full access | Yes - accountants can add new users to their Team. |
The Accountant role should be used by someone in a financial advisory position, like an accountant, CFO, or bookkeeper. |
| Business Owner |
|
Full access | No - business owners cannot add additional users. | The Business Owner role is for the owner of a business. |
| Warning: Once an account is created, a user role type cannot be changed. |
As an accountant, bookkeeper, or CFO that handles the finances for multiple businesses, Forwardly offers proactive forecasting and payment tools that add value to the services offered to their client base. Likewise, Business Owners can enjoy forecasted data and real-time payments by creating an account with Forwardly.
Both roles allow for integrations with leading accounting platforms, such as QuickBooks Online and Xero. Both roles can connect as many businesses as they want and need, perform ongoing financial monitoring, gain real-time data access with on-demand syncing, and set the business up for real-time payments in the United States.
Creating an account on Forwardly is completely free, no matter which user type you choose.
| Tip: Curious about what features Forwardly offers? Find out what's included in a Forwardly account. |