If you're looking to activate a financial integration, but have outsourced accounting, financial services, or have an external user with admin access to your accounting system, inviting them to activate the integration can be an option.
As a Substly admin, you first need to:
Log into your account
Select Users → All Service Users
Choose Quick Add, and fill in contact details to the user you wish to invite.
Navigate to Company & Subscriptions → Access Control
Change the roll of the new user from Service User to Admin
Once these steps are complete, the invited user can follow the next guide.
The following is a guide for the newly invited user, looking to activate the integration:
Select the "You have been invited to Substly"-mail in your inbox.
Accept the request.
Log in via SSO eller Create Password to gain access to the Substly account.
Once in the account, navigate to Integrations & Imports.
Select Manage Integration under your financial integration.
Then, Activate.
Log in to your accounting system.
Approve permissions.
Done!
Once the integration is activated, it stays active even if you decide to offboard the user from your account. To do this, navigate to Users > All Service Users, then Actions > Offboard User.
Imports will be found under the integration if you select Manage Integration, then Suppliers.