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How to manage team members, remove users, and change user roles?
How to manage team members, remove users, and change user roles?

Easily add, remove, or modify team members' roles in your Finofo business account

Karthi Sundaram avatar
Written by Karthi Sundaram
Updated today

Managing your team members within Finofo is straightforward and user-friendly, ensuring you can adjust your team's composition as your business needs evolve. Here's how to remove, add team members or change their roles:

  • Go to your Finofo account and click on 'Settings' in the bottom left corner
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  • On the main Settings page, select the 'Members' section to manage your team's access and roles.
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From 'Members' settings page, you can:

  • Invite/add new team members to your Finofo account
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  • Remove existing users

  • Change roles for existing user


πŸ’‘ Tip

If you have further questions on adding or removing a member from your Finofo account, please drop us an email at [email protected]!


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