Inviting a User

Invite users to Finout by defining their roles or by sending them a link with a predefined default role.

To invite a user to Finout:

1. In Finout, click on your username at the top right of the console and then select Admin Portal. The account profile appears.

   
2. Click Users. You are brought to the Users page.

   
3. Click Invite User. The Invite User window appears.

   
4. Proceed with one of the following two options:

   1. Manual invitation:

      1. Enter the user's email.

      2. Select a role.

      3. Enter the user's name and optionally add the user's phone number.

      4. Click Invite.

   2. Click Copy invite link to send the new user an invitation link with a default role defined on the Roles page.

      ​​Note: If you defined a single or multiple default roles in the Roles page, the invitation link will include these default roles for the new user.