Onboarding New Users to Your Finout Account

Only users with admin privileges have the exclusive right to access the Finout admin portal, which encompasses role management and inviting new members to the platform.

Adding a New Finout User

1. Log into your Finout account with Admin role credentials.

   
2. Click on your username, then select Admin Portal.

   
3. Navigate to the Users section.

1. Choose Invite User. The Invite User popup appears.

1. Provide the new user’s Email.

2. Click Select role and assign appropriate user roles. For a detailed explanation of user roles, refer to Role Based Access Control.

3. Fill in the user’s Full Name.

4. Optionally enter the user’s Phone Number.

5. Optionally copy the invite link and forward it directly to the user.

6. 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. To activate your Finout account:

1. Access the Activate Your Account email.

   
2. Click on Activate my account.

   
3. Set a New password and Confirm new password.

4. Click Activate. Following this, you are all set to explore Finout.