You can invite team members to access your Finally Ledger account directly from the Settings tab. Each user is assigned a role that determines what they can see and do within the account.
How to Invite a User
Go to Settings then select Theme, then Invite User.
Type in the user's email address.
Check 'Create a new login' only if the user does not already belong to an existing Finally account. If they already have an account, leave this unchecked.
Select their role from the dropdown (see role descriptions below).
Send the invite. The user will receive an email from [email protected] saying the primary admin has invited them to join the company. They must accept the invite to gain access.
User Roles
Role | Permissions |
Primary Admin | Full access to all features. The only role that can revoke access for any other team member |
Admin | Can do everything a Primary Admin can do, except remove other users from the account. |
Team Member | Can connect accounts, add manual accounts and transactions, and download reports. Cannot add or manage other users. |
Accountant | Access granted to Accountants/ Bookkeepers who manage the company's books. Can connect accounts, add manual accounts and transactions, and download reports. Cannot add or manage other users. |
View Only | Can run and download reports, view tabs on the account, and use search bars. Cannot make any changes or additions. |
Important
Only create a new login for a user when they do not already have an existing Finally account.