> For the complete documentation index, see [llms.txt](https://docs.finout.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.finout.io/get-started-with-finout/onboarding-new-users-to-your-finout-account.md).

# 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 <a href="#h_e8b7a7acc6" id="h_e8b7a7acc6"></a>

1. Log into your Finout account with **Admin role** credentials.<br>

   <figure><img src="https://3858159242-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWqjB2puKXPDR7L86FX2e%2Fuploads%2Fy7UYgPXXAgxX1bbmBuPE%2Fimage.png?alt=media&amp;token=716c241f-78b9-4fee-8775-68fdc64874a2" alt=""><figcaption></figcaption></figure>
2. Click on your username, then select **Admin Portal**.<br>

   <figure><img src="https://3858159242-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWqjB2puKXPDR7L86FX2e%2Fuploads%2FJAMte9fQhD3fRynYABzg%2Fimage.png?alt=media&amp;token=a71d7e29-7bac-4e3f-bb89-5ef7ba09547b" alt=""><figcaption></figcaption></figure>
3. Navigate to the **Users** section.

<figure><img src="https://3858159242-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWqjB2puKXPDR7L86FX2e%2Fuploads%2FeRt1ul0xTR8lDzYd9fyv%2Fimage.png?alt=media&amp;token=c4e3bd11-1c32-4604-a14d-723b5707f934" alt=""><figcaption></figcaption></figure>

4. Choose **Invite User**.\
   The **Invite User** popup appears.

<figure><img src="https://finout.intercom-attachments.eu/i/o/6277506/7cb12b75e935cd0fc5a56f30/jXNIXios0HxgSMs8Jj7MQPyWu1fanKTUUtv8iQzZQAAzAkgETpWP59BuKgwu8aRlEBcKWPRUttH64X9kFgIXWEhLpxmNePmiALG80lXy7Cb9dXRuBM_yqIWq1_in_LCdec3MmHxQII9eo9gMJQ-KLj4?expires=1724340600&#x26;signature=1b4b1226af3d21aca57786b826b39745d6babe2ff4ad1fd1344f38c1ffb4d1b7&#x26;req=1tdowl36qnsp0xr0v9tnpJhYcFMANHy%2FJDOpmT8RZ6oFPYtswmyj00B66oAK%0A" alt=""><figcaption></figcaption></figure>

5. Provide the new user’s Email.
6. Click **Select role** and assign appropriate user roles. For a detailed explanation of user roles, refer to [Role Based Access Control](/settings/role-based-access-control-rbac.md).
7. Fill in the user’s Full Name.
8. Optionally enter the user’s Phone Number.
9. Optionally copy the invite link and forward it directly to the user.
10. &#x20;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.

<figure><img src="https://finout.intercom-attachments.eu/i/o/6277507/51f65cf0312aa4f24deeccbc/j_r3VHzrtCtt_dO9N_lGIEEF14_Kb8gvmgG_cYRj1V6Ee-nvaozvZTeU5BLIO5hceQN2BYBErPy7Lh0fHs-MwWI_poAmPNilqve0cby170ZEmoqslg6D4O4LEeFmMMyha0_NW7pL-f5SIJUCTIiEJyg?expires=1724340600&#x26;signature=f6c50b1812d8305f162453ebce146c05ccf1ec312750448b1286dee70e9da798" alt=""><figcaption></figcaption></figure>

## Account Activation for New Users <a href="#h_e3e7f95fba" id="h_e3e7f95fba"></a>

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.

   <figure><img src="https://finout.intercom-attachments.eu/i/o/6277508/ddc3431281849f16b6fe6f20/8wXL02HqYB4-973_NfFPFXxFWvDXrSZp4ZTzxIfTl7G6WzWs4zZs3Q47hYGW9tPlBejtM8HJLfPOGMKaUgYzzyWaLQQ95PBX0tMxPFLWewEzoRSITrlWQLZR_S_Zzp8aq1dbbxAy32GyMZMyLYhK40k?expires=1724340600&#x26;signature=6a7bf2a62ea5e7cfbe32ef0da389266424b7c55a534bd8ff99c136e6174a1773&#x26;req=1tdowl36pHsp0xr0v9tnpIy1pbnG6NektRg7j4mrCNrvftWmtRkvyKCKkPfH%0A" alt=""><figcaption></figcaption></figure>
2. Click on **Activate my account**.

   <figure><img src="https://finout.intercom-attachments.eu/i/o/6277509/5be2e26f281fb15a10245329/kC0A5587CfVgurp7UEGNjaoqKrQ6ttlsO9g4W3vLGOIbcCX1zJrZq-A1fXgm1tpKzcWBNj_iQeh0gKlMEz9cTbHDeB9-xAIQb7hybnRZ6_glqSc9j2c8T6oRHJFI7KIdtcOuPvbHfo-5Xbu__6OZCpQ?expires=1724340600&#x26;signature=7df96f0ade7e16c42899065997726e7959bc8f0a3bcfc4bf887658f1b313fabd&#x26;req=1tdowl36pXsp0xr0v9tnpFoIN2gGDxPbI8K4rB%2BvYXsBZyz%2B9%2BpK19JFcWvL%0A" alt=""><figcaption></figcaption></figure>
3. Set a **New password** and **Confirm new password**.
4. Click **Activate**. Following this, you are all set to explore Finout.


---

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