Inviting Team Members:
- Start by navigating to your Team Settings, then to Team members
- Enter the work email address of the person you'd like to invite and click Send Invite.
The team members you have invited will now appear in your 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 email@example.com:
Bob Broker (firstname.lastname@example.org) has invited you to join Awesome Brokerage Team on Finmo.
To join them, you need to confirm your email and create an account.
Chat with us or email us at email@example.com if you have additional questions!