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Account Hub. How to Create and Manage Sub-Accounts

Sofia avatar
Written by Sofia
Updated over 2 months ago

One of the key features of the Finup service is the account hub. This is a tool that allows users to act as administrators of multiple separate accounts. It’s especially useful when there's a need to split budgets across different departments or projects, preventing mix-ups and ensuring better financial control.

Navigation Panel

1. Click on the user profile

2. Select an account

3. Click the “add account” button

Creating an Account

4. Specify the name of the account

5. Click the “create” button

Your account has been created. To switch between accounts, follow the first step of the instructions and choose the needed hub.

To invite team members and assign them the necessary roles, use the participant management functions. A more detailed guide can be found in the articles under the Teamwork at Finup section.

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