Manage Roles & Permissions

Finofo offers a robust platform for team collaboration and management. Understanding how to navigate and utilize the 'Manage Team' feature in the settings page is key to maximizing the potential of your team within Finofo.

The first step in managing your team members is to navigate to the settings page of your Finofo account. Here, you will find the 'Manage Team' section, which is your control center for adding, removing, and assigning roles to team members.

Finofo simplifies team roles into two primary categories:

• Admin: Admin users have comprehensive control over the account. They are responsible for critical tasks such as making payments, withdrawing funds, converting currencies, and adding bank accounts. Admins also have the authority to approve beneficiaries, invoices, and payments.

• Collaborator: Collaborators have more limited access compared to Admins. They can perform a variety of tasks but do not have the authority to conduct financial transactions like payments or currency conversions.