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      • Fincome vs. Cash Management Tools like Agicap
      • Fincome vs. Billing System Dashboards
      • Fincome, French Alternative to Chartmogul
      • Fincome, French Alternative to Profitwell
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  • User guide
    • Connect data sources
      • Import an invoicing file
      • Connecting my Chargebee account
    • Inviting users
      • Managing permissions
    • Segmenting Data with Analytical Axes
    • Revenue forecasts - Create my first scenario
    • Get my CMRR
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  • Advanced features
    • Connecting subscriptions
    • Invoice discrepancies / overlaps
  • Understanding my figures
    • Recognizing churn
    • Fincome data vs invoicing data
      • Set up the calculation of my MRR and KPIs
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  1. User guide

Inviting users

Invite team members, speakers, or investors to Fincome effortlessly. Go to "Settings" > "Users" to add new users by email, name, and role, and manage their access.

PrécédentConnecting my Chargebee accountSuivantManaging permissions

Dernière mise à jour il y a 8 mois

Would you like to invite members of your team, external speakers or your investors to Fincome? You can do so in just a few clicks directly on our interface. From the owner or administrator account interface, go to "Settings" > "Users". You'll see a menu listing the users who already have access to your Fincome space.

Interface de gestion des utilisateurs

You can add a new user by clicking on "Invite a new member" and entering their e-mail address, name and role before clicking on "Invite".

Invitation d'un nouveau membre

The user will receive an e-mail inviting him to create an account before gaining access to your Fincome space.

Note that you can delete a user at any time, or change their role between admin and user. Read our article on managing roles and permissions to find out more.

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