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What can I see as an Account Owner under Finances? What can my Full Users see?

Here's a side by side of what is visible under the Finances tab.

Jake Scotto avatar
Written by Jake Scotto
Updated today

This feature is available on all Goodshuffle Pro Plans.

Here is a side by side comparison. On the left is an Account Owner, who can view all Outbound Transfer information at a glance. On the right is a Full User, who can only see payments made and due balances.

As an account owner, you have full access to all information in the Finances tab.

Full Users CAN see:

  • Overview Page Charts

  • Client Activity Report (i.e. payments made)

  • Due Balances Report

Full Users CANNOT see:

  • Overview Page Balances

  • Account / Routing Numbers

  • Company Activity Report (i.e. outbound transfers)

  • Tax Report

  • Settings

  • Stripe Capital Loan information

Limited/Read-Only Users:

  • Cannot see the finances tab at all unless they are given custom permissions

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