FEDIXPractice admin & settings
Roles and permissions
Custom roles built on a permission matrix, with cloning, system defaults, per-user overrides and a log of permission changes.
The problem it solves
Not everyone should see fees, TFNs or bank details.
How it works
- Start from a system role or clone one.
- Adjust permissions in the matrix.
- Override for individuals and review the change log.
What your practice gets
- Control who sees sensitive data.
- Roles that match your practice.
- A record of permission changes.
Watch it in the product
A short recording of roles and permissions in use.
Questions accountants ask
Can I hide TFNs from some staff?
Yes. Permissions control access to sensitive fields.
Can I override one person's permissions?
Yes.
Are permission changes logged?
Yes.
Related features
Features that work alongside roles and permissions.
Team invitations
Invite users, resend or cancel invitations, update roles, preview the seat impact and remove access.
VideoPlan and trial status
See your plan, subscription status and trial status, with upgrade pages and reminders as your trial or billing cycle ends.
Modules per practice
Optional modules and beta features are switched on per practice.
In-product support
Raise support tickets inside Fedix and see your assigned relationship manager.
My account and sign-in security
Manage your profile, preferences, avatar and activity, and set up multi-factor sign-in by authenticator app, email or SMS.
VideoSign-in and account access
Sign in with Microsoft or email, sign up, use one-time codes, reset your password and stay signed in on the FediPilot desktop app.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.