How to invite team members?

This article details how to easily invite and assign roles to team members in your Finofo account through the settings page.

First, go to the 'settings' page on your Finofo account. Here, you will find the option to 'manage team', which is your gateway to adding new team members.

On the 'manage team' section, there is a button labeled 'invite team member' located on the right. Clicking this button brings up a popup where you can input the new team member's details, such as their email and name. Once you've entered this information, you can send out an invitation for them to join your team on Finofo.

Additionally, during the invitation process, you have the opportunity to assign specific roles to each team member. You can choose between roles like 'admin' or 'collaborator', depending on the level of access and responsibilities you wish to grant them within your Finofo account.