Unified Header Drop-Down, Management Group Permissions & Financial Connections Access

Access based on portfolios/business🎯 What’s New?

Unified Header Drop-Down

We’ve replaced the separate “Business” and “Portfolio” drop-down menus with a single, Unified Drop-down menu in Docyt’s header, which is available in both Business View and Accountant View.

🆕Management Group Permissions

Now, employee assignments and access are controlled at the Management Group level, giving you more flexibility and control for firms handling multiple clients or entities.

🆕Financial Connections Moved

To reduce clutter and improve clarity, Financial Connections has been moved from Global Settings and is now accessible directly from the new unified drop-down, so it’s easier to find, faster to reach, and more relevant in context.

📝Implemented Changes:

a. Financial Connections (FICs) are now managed within the selected Management Group.

b. When selecting a group, users will see all associated bank accounts and institutions.

▶️Accessing the New Unified Header Drop-Down: 

1. Look at the top header of your screen in either Business View or Accountant View

2. Click the new dropdown menu

🧭 What You’ll See Inside:

1. All Businesses

2. Portfolios

3. Management Groups (with "Add New Group" option)

4. A list of your Management Groups:
   

   Click any group to see:

   1. Bill Pay

   2. Journal Entries

   3. Inter-account Transfers

   4. Financial Connections

   5. Roles & Permissions

   6. Industry Groups

   7. Flash Report

▶️Managing Access to a Management Group:

🔑How to Access:

1. Go to Management Group> Add New Group 
   

2. Go to Management Group> Choose the Group > Financial Connection> Settings>Edit Management Group 

    

✅How to Set Permissions:

Only users who are manually added will have access to:

a. Financial Connection

b. Journal Entries

c. Other portfolio tools

☑️How Permissions Work:

a. Users must be explicitly added to a Management Group to access its financial data and tools.

b. Permissions apply to all user roles (business admins, employees, etc.).

c. Initially, no users will have access until they are added.

d. Users with existing access will be automatically migrated.

e. Anyone with access can Add or Revoke permissions for others.

f. Added users will be listed inside the Management Group details.

g. Users will not appear again in the "Add User" list once added.

Summary Table of Changes from Previous to Current: