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
Need Additional Support?
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