This page will teach you how to set up users (employees in your business) to be able to use Fulcrum. We also walk through how to set permissions based on the users’ role and what you want them to be able to access/edit.

Business Setup > Permissions
Click into a generic user profiles to see what each one has access to.
You can make customizations on these generic profiles or click “Add Role” and create a new customized role.
To view the access that each person has, select “Users” in the upper right hand corner.
Select a user and you can see what access they have!

Next: Setting Up Permissions