Invite users

Easily invite users to Fincome: add members, change roles and manage access in a few clicks.

Do you want to invite members of your team, external stakeholders, or your investors to Fincome? You can do this in a few clicks directly from our interface.

From the owner account interface or an administrator account, go to the "Settings" > "Users" section.

A menu listing the users who already have access to your Fincome space will appear.

You can add a new user by clicking "Invite a new member" and enter their email address, name, and role before clicking "Invite".

The user will receive an email inviting them to create their account before gaining access to your space in Fincome.

Note that you can delete a user or change their role between admin and user at any time. See our article dedicated to role and permission management to learn more.