Custom Role Creation

Create the Perfect Role, Control the Perfect Flow

FigsFlow’s Custom Role Creation feature gives you the flexibility to design roles that perfectly align with your needs. Whether you need to tailor access or limit features for certain users, you can easily grant the right permissions to the right people.

Excellent Reviews by Financial Professionals

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Flexible Access Management

proposal management software for accountant, bookkeepers & tax advisers

Create Custom Roles

Design roles that match your accountancy, bookkeeping or tax advisory team’s responsibilities, giving everyone access to what they need.

Set Specific Permissions

Assign permissions for specific modules or features so each team member can access what’s needed for their role.

Set Specific Permissions
Easily Customise Roles

Easily Customise Roles

Quickly adjust roles to match your practice’s structure, whether you need simple or more complex access levels.

Security & Control

Create custom roles and control access to sensitive information, ensuring only the right people have access.

Improved Security
Advanced Features

Simplified Role Management

FigsFlow takes the complexity out of access control, allowing you to easily define and assign roles with precision. Say goodbye to generic permissions and hello to a flexible, secure system tailored to your team.

Role Management Dashboard

Role Management Dashboard

Easily manage and assign roles with specific permissions through an intuitive dashboard.

Customised Role Creation

Customised Role Creation

Create custom roles with specific permissions.

Quick Role Assignment

Quick Role Assignment

Assign custom roles in just a few clicks, making role management easy and fast.

Role Hierarchy

Role Hierarchy

Set up different levels of access creating a clear structure for your team.

Centralised Management & Complete Overview

Track and manage all your engagement letters in one centralised dashboard. FigsFlow’s intuitive dashboard allows you to stay organised, track progress and collaborate seamlessly with your team, saving you time and ensuring no document gets lost.

Without FigsFlow

  • Limited options for customising roles

  • Confusing permissions management

  • Risk of unauthorised access

  • Less control over access management

With FigsFlow

  • Fully customisable roles

  • Granular control over access

  • Better security

  • Seamless access management

FigsFlow Rating

But there is so much more!

Get started and let FigsFlow fulfil your team management needs!

Hear What Others Have to Say

Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.

Unlock Seamless Control Today

Empower your team with secure, effortless access management.

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