1. Go to the «Team» section.
2. Click on the «Add Member» button.
3. Enter the employee’s email address and select a role. A detailed description of roles is available in the article «How to Organize Teamwork in Finup: Roles, Access, and Management».
📌 The invitation will be waiting for the employee in their email.
4. Click on the «Invite Member» button.
💡You can invite only a new user who has not previously been registered in Finup.
The employee must complete registration using the specified email address.
After registration is completed, the user will be automatically added to your team.
No additional confirmations or invitation acceptance are required.
If necessary, the participant’s role can be changed later.
This allows you to quickly onboard new employees and flexibly manage access within your team.
If you have any questions left, the Finup support team is always available via the chat window. 😉