In the Flexi application, you can assign roles and permissions to users who have access to your company, allowing you to restrict editing, deny access, or grant read-only access to certain sections.
If you hold a BASIC or BUSINESS license, you unfortunately do not have the option to configure "Data Visibility Rights". However, you can modify User Roles.
Changing a user role: Tools -> User Roles (this is a list of pre-configured roles provided by Flexi — pre-configured roles cannot be modified) -> New -> select the role that most closely matches your requirements (it is better to remove permissions than to add them — this will save you a lot of work) -> in the new window, a pre-set shortcut and name will appear automatically (these must be renamed, as two roles with the same name cannot be saved) -> select the access level (preferably the one you have decided best fits your needs) -> from here, simply adjust the settings using the available options: Full Access - Read Only - No Access - Custom Access
After modifying a user role: Tools -> User Roles -> create a new user here -> Assign the role you created to the user via User Roles
If you hold a PREMIUM license, you can configure "Data Visibility Rights" directly in Company Users.
Creating a new user role: New -> You must fill in the Login Name and Password, User Type, and User Role -> Then refine permissions using the Data Visibility Rights option -> here you can freely modify access levels, editing rights, and viewing permissions (Again, it is better to select a user role and then remove permissions rather than add them)