Before you start
- The employee already has a Zentive account.
- You are authorized to manage company access.
What you'll do
You will give each person only the financial visibility needed for their work.
Set financial access
- 1
Open Financial Permissions
Go to Settings, then Financial Permissions.
- 2
Choose the employee or role
Select the person whose access you want to review. Confirm you are changing the correct account.
- 3
Choose what they can see
Allow only the invoice, payment, price, or report access needed for their responsibilities.
- 4
Save the changes
Save, then ask the employee to refresh or sign in again.
- 5
Verify from their view
Confirm sensitive totals are hidden where expected and required tools still work.
Review permissions when
- An employee changes roles.
- A seasonal worker leaves.
- A bookkeeper starts or stops work.
- A co-owner or manager no longer needs access.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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