How can I add a user?
Note: This action is only available to users with "account settings access".
If you’ve started using Fintesk and want to get your coworkers in on the action, you can invite them into your Fintesk company account.
To invite new users
Go to Settings > Manage Users > Users. From here, you can add other member's team to your account by clicking the “+ Add Users” button, found on the right side of the screen.
The “Add users” box will then open, where you can enter the email address of the person you wish to add and click “Preview.” To add multiple users, submit their email addresses separated by commas.
After you invite new users
If your invited user hasn’t accepted your invitation, it can be canceled or resent.
Click on the Invited tab, select any pending invitations, then select the cancel or resend options.
If your invited users:
- Haven’t signed up for Fintesk before, they’ll receive an invitation email from Fintesk. This email link will allow them to set their password and sign into the company Fintesk account that you’ve invited them to join.
Note: Fintesk is billed by the number of active seats in the company Fintesk account. Adding a user will increase the cost of your Fintesk subscription if doing so increases the number of seats in the account.