How to invite a new team member
If you are an admin on your team, you have the ability to invite other team members to join your team.
1. Start by navigating to your Team Settings by clicking on the Gear icon, then select "Team members"
2. Click on "invite additional team member"
3. Enter the name and email of the person you'd like to invite.
4. Choose their role on the team.
5. Click on "Invite new team member"
The team members you have invited will now appear in your "Team members" list. The status of their invite is listed as invited until they accept the invitation and log in to Finmo.
What will my invited team member see?
Your team member will receive an email inviting them to join your team with a link to sign up.
Here's a sample email they'll receive from no-reply@finmo.ca:
What are the various "roles" on a team?
Team admin
- Can edit team settings and deal settings
- Can edit all team deals
- Can edit deals assigned to them
Team member
- Can edit all team deals
- Can edit deals assigned to them
Limited team member
- Can edit deals assigned to them
Note: Only the "Team admin" can make changes to the roles assigned to each team members
Practical Setup Recommendations
When configuring team access, consider the following:
Use the Limited Team Member role for individuals who need access only to specific deals, ensuring sensitive information is restricted as necessary.
Use the Team Member role to grant broader access within a defined team, ideal for general collaboration needs.
Assign the Team Admin role for team leaders or managers who need to oversee all deals and adjust team settings.
How to remove a team member from your team
Note: You must be a team admin to remove a team member
1. Click on the gear icon on the left menu and select "team members"
2. Select the name of the team member and click on "Edit".
3. Scroll down to "Remove Member" and click on "Save"
Chat with us or email us at support@finmo.ca if you have additional questions!