In this article, let's learn how to add or invite team members to the Finofo platform.
Before KYC/KYB Verification
Before your Finofo account has been verified, you can invite your team members easily.
Select the entity you wish to add your team members, and click on the 'Manage' button.
Once you click that, please click on the 'Members' tab on the left sidebar and you will be able to add your team from here.
Please enter as many email addresses separated by spaces or commas in the main section, and the invites will be sent to your team members.
📑 Important Note: If you have not fully completed the Know Your Customer or Business (KYC/KYB) form during the sign-up process for your Finofo account, the original individual who initiated the form must complete and submit the documentation to proceed further.
After KYC/KYB Verification:
To begin managing your team members in Finofo, first go to the settings page of your Finofo account.
Once on the settings page, you'll find a dedicated 'Members' tab. 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.
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]!