FI Read Only for Non-SSO Clients

There's a new permission set available for FI users called FI Read-Only. An FI Super Admin can assign this role to an existing user, or invite a brand new user directly into it.

This role is a good fit for anyone who needs visibility into ZEscrow — reports, dashboards, documents — without the ability to make changes, transfer funds, or manage other users.

Here's how the three FI roles compare:

How to add a FI Read-Only user:

1. Go to Settings > FI User Management
2. Click "Invite FI User" and enter the user's information in the modal
   
3. Under Role, select "FI Read-Only" from the dropdown and click "Invite"
   

That user will get an email invitation, set up a password, and log in to the ZEscrow platform as a FI Read-Only user.

How to change an existing user to FI Read-Only:

1. Click the "…" menu next to the user you'd like to update and select "Change Role"
   
   
2. Choose "FI Read-Only" from the dropdown and click "Submit"
   

The role change takes effect right away.

If you have any questions or concerns about new releases, please feel free to contact our team via email: ZSuite Product Team