Skip to content
English
Sign in
Go to valid8financial.com
  • There are no suggestions because the search field is empty.

User Types for Engagements

Two types of user access

  • Engagement Users - this user can see all the data in the system, but not update the data. Essentially a read-only user. Engagement Users have the ability to:
    • View Accounts, Statements, Transactions and Cash Flows
    • Export Transactions and Balances
  • Engagement Owners - this user can see and action data in the system. Engagement Owners have the ability to:
    • View Accounts, Statements, Transactions, Transfers and Cash Flows
    • Add and update Accounts
    • Upload Statements (manually or via API)
    • Reconcile Statements
    • Export Transactions and Balances
    • Manage Transaction Categories
    • View and approve Transfers