In this article, let's learn how to add or invite team members to the Finofo platform.
To begin managing your team members in Finofo, first navigate to the settings page of your Finofo account.
Once on the settings page, you'll find a dedicated 'Members' section. This is your central hub for managing all team-related activities, where you can both invite new members and oversee existing team member invitations.
To add a new team member, simply enter their email address in the provided field. You'll then need to assign them an appropriate role that defines their access levels and permissions within the system.
Once you've completed these details, click the send invitation button. Your team member will receive an email with instructions on the next steps.
Note: Finofo allows you to send multiple invitations at once and assign roles easily.
💡 Tip
If you have further questions on adding or removing a member from your Finofo account, please drop us an email at [email protected]!