Enter the Employee's code or leave blank to automatically assign a code

If you do not assign a Code here, finPOWER Connect will automatically assign the next available Code using the formula set up in Global Settings.

Accounts this Employee can see in addition to their own

Manager (can view all other Employees' Accounts)

Tick if this person is a Manager in finPOWER Connect, and can therefore view all Accounts

Accounts for sub External Parties

Tick to filter Accounts so that this employee can only view certain Accounts

Filter

Enter the Accounts this Employee can view, or click on the to select Accounts

Share with other External Party Employees?

Tick to allow this person to allow other Employees to view this person's Accounts. This may be a permanent move to share accounts over a group of Employees, or it could be a temporary move to cover for staff absence.