In order to manage your business account more collaboratively, FINOM gives you the opportunity to add team members to your account.
A quick look at the roles:
Runs the business, manages team members, and can perform any actions with the exception of account terminations (eg, your business partner).
Helps with everyday activities, manages incoming and outgoing invoices.
Takes care of accounting and taxes. The Accountant can download all transactions, categorize expenses, and request missing documents from team members. Usually an external accountant or consultant.
Manages a limited budget (e.g. procurement, sales, or marketing manager), can create invoices and can only access their own transactions.
How to add team members to your FINOM Business Account
To add a team member, first click on the "Team" section from your main dashboard.
Next, click on the button "Invite team member" as shown below.
Remember: only the owner of the account and the supervisor can invite team members.
You will then be asked to select the relevant role for your new team member.
As we already have seen there are four different roles to choose from. By clicking on each one, you will be able to see what permissions are assigned to each role.
Once you've selected the desired role, click on "Continue" to proceed.
You will then need to complete the below form by inputting the full name and email address of the person you want to invite. Please ensure this email address is correct as we will use it to send the invite! As soon as you have added this information click on "Invite" to continue.
Done, the invite is sent!
Your new team member will then get an email (if they can'not find it straight forward please ask them to check their spam folder). They will then need to accept the invite to join your team, and start using FINOM!
If you received an invitation to use FINOM, please read this article.