Managing members and permissions
A company administrator can add members. Roles let you manage each member’s access scope. Start under Account Settings (계정 설정) → Account Management (계정 관리).
Two ways to add a member
Section titled “Two ways to add a member”Invite via Google sign-in Choose an email address and a role, then press Send invitation (초대 보내기). The invited person signs in with the Google account for that email address. They are then added to the company automatically.
Create the account directly Press Add account (계정 추가) and enter a name, email address, password, and role.
The three default roles
Section titled “The three default roles”| Role | What they can do | Monthly AI tokens | External AI apps |
|---|---|---|---|
| View only (열람 전용) | View assets and transactions, ask the AI | 300,000 | Not available |
| Finance manager (재무 담당) | Manage assets and transactions, edit documents and calendar entries | 1,000,000 | Read only |
| Team administrator (팀 관리자) | Finance manager plus members and company settings | Unlimited | Read and write |
Default roles cannot be deleted. Their contents can be changed. If you need a role tailored to your company, create a new one under Role Management (역할 관리). You can also duplicate an existing role.
What a role defines
Section titled “What a role defines”You configure three things under Account Management → Role Management (계정 관리 → 역할 관리).
1. Access scope For each feature, choose None / View / Edit (없음 / 보기 / 편집).
- Assets — Manage cards, deposits and savings, loans, securities, leases, and insurance. Edit permission includes refreshing data from financial institutions.
- Transactions, tags, and budgets — Edit permission includes assigning tags, monthly budgets, and automatic classification.
- Documents and library — Edit permission includes AI document generation and form filling.
- Calendar, dashboard and cash flow, messenger delivery, AI agentbot, company and member settings, projects
2. Agent tokens Set the monthly limit per person. Set which model tiers (fast, balanced, best) can be used. Once the limit is reached, the AI provides only basic guidance until the 1st of the following month.
3. External connections (MCP) Decide whether external apps such as Claude and ChatGPT may use Fintag. You can allow read-only access or allow writing as well.
Configuring one person differently
Section titled “Configuring one person differently”Click a member’s row in the user list and a panel opens on the right. You can leave the role as it is. Change only the items you need, and they are marked as “items changed from the role” (역할과 다르게 바꾼 항목).
- These settings are kept even if you later change the contents of the role.
- If several people need the same settings, press Save these settings as a new role (이 설정을 새 역할로 저장). You can turn them into a new role.
When to use this
Section titled “When to use this”- Give a new employee view-only access. Switch them to finance manager once they are up to speed.
- Give an external accountant permission to view transactions and documents only.
- Raise the token limit for just the person who uses the AI heavily.
- Under your security policy, allow external AI app connections for administrators only.