Invite Users, Change Roles and Recover Account Access

How It Works

Finofo roles decide what each member can do in the app. They're separate from the login provider's own roles. Roles are picked from a checklist, so one person can hold several. The organization owner's row cannot be changed.

Roles at a Glance

• Owner: Full control of the organization.
• Member: Day-to-day accounts payable work.
• Approver: Approves documents and can code them.
• Read Only: Views and comments. This is the default role.
• Receiver: Records goods receipts against purchase orders.
• Submitter: Submits card expenses and reimbursables.

Invite a Member

1. Open Settings > User Management and click Invite member. Use Search by name, email, or role... to find existing members.

2. In Invite a member, enter the Email address and click Send invitation. "They'll get an email invitation to join this organization."

Change Roles

1. In the member table, click the Roles cell on the person's row.

2. Tick or untick roles, then click Save. Use Search roles... to find a role quickly.

Secure and Recover Your Account

Each person manages their own sign-in details, connected accounts and active sessions from the Profile, password and two-factor settings card, shown on both Settings > Account and Settings > Security.

1. Open Settings > Security and open Profile, password and two-factor settings.

2. Update your password there.

3. Set up two-step verification with a text message code or an authenticator app, and save the backup codes somewhere safe. They let you in if you lose your device.

4. If you are locked out, contact your organization owner or Finofo support.

Tips

• Give each person the narrowest roles they need: Receiver for warehouse staff, Submitter for expense-only staff, Read Only for people who only view.
• Ask every approver to turn on two-step verification.

Frequently Asked Questions

Can I set roles when I send the invitation?

No. Invite with an email address, then assign roles from the member table after the person joins.

Can one person have several roles?

Yes. Tick every role they need.

What happens if I lose my two-step verification device?

Sign in with one of your backup codes, then set up two-step verification again. Without a backup code, contact Finofo support.