How to Accept the Invite and Login to the Account

How to Accept the Invite and Login to the Account

Accepting the Invite

  1. Open the email invite and click on the  Create Account button to accept the invite and configure the account.


Creating the Account

  1. Click on the Submit button after filling in the details like Password, Confirm Password, Employee Id, Payroll Id, Mobile Number, First Name, Last Name, Mother's Maiden Name, DOB, Gender and the Address i n the sign-up form.

Initial Login

​Upon successfully submitting the Account Details, the User will be redirected to the Login Screen automatically.
  1. Fill in the User Id click on the Proceed button.
User Id can be your Email Id or 10 Digit Mobile Number


  1. Fill in the Password and click on the Login button


For additional Security, OTP Verification will be done when the user is trying to login from a new device or a new location.
  1. In the OTP Verification screen, choose Send OTP button against either Mobile Number or Email id based on the user's preference.

  1. After filling in the OTP, click on Verify OTP button to proceed to your dashboard

  1. Upon successful completion of the above steps, the user will be onboarded to Finly and a dashboard will be displayed based on the roles assigned to the user.


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