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Can I give my Finance staff read-only access to Funnel?
Can I give my Finance staff read-only access to Funnel?

Learn how to give access to Payments only in Funnel

Claire Wuoti avatar
Written by Claire Wuoti
Updated over a week ago

If you want to give your Finance team access to Funnel so they can cross-check who to allocate payments to, you can create a 'read only' type of user.

Create the new user:

Click on your settings to jump into the Funnel user area.

Use the add new user button at the top right of the screen to create a new user.

Leave all of the permission areas unticked:

This will only give the user access to Funnel Payments and Reports

Once you're happy with the permissions you've set for this user, simply save and share the url to your Funnel account, as well as the temporary password you've set.

For further help on creating new Funnel users, see:

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