Only users with admin privileges have the exclusive right to access the Finout admin portal, which encompasses role management and the ability to invite new members to the platform.
Adding a New Finout User
Log into your Finout account with Admin role credentials.
Click on your username, then select Admin Portal.
Navigate to the Users section.
Choose Invite User.
Provide the new user’s Email.
Click Select role and assign appropriate user roles. For a detailed explanation of user roles, refer to our main documentation.
Fill in the user’s Full Name.
(Optional) Enter the user’s Phone Number.
(Optional) Copy invite link and forward it directly to the user.
Click Invite.
Following this, the new user’s status will display as Pending approval. Once the user activates their account, which can be done through the email link or the shared direct link (instructions provided below), and the setting up of a password, their joining date will be reflected in the Joined column.
Account Activation for New Users
As a new user of Finout, account activation is a necessary step before diving in:
Access the Activate Your Account email.
Click on Activate my account.
Set a New password and Confirm new password.
Click Activate. Following this, you are all set to explore Finout.
Still need help? Please feel free to reach out to our team at [email protected].