How to Invite a User to Finly

Navigating to Users

1. Choose the Manage option from the Navigation bar and select the Users option from the drop-down menu.
   

Inviting a User to Finly

For a user to Invite a User to Finly, the user should be assigned the role of an Admin.

1. After filling in the Email id, choosing the Roles/Permissions and selecting the Policies, click on Save & Proceed button to send the invite.
   
2. Upon successfully sending the user invite, a pop-up stating Selected User(s) were Successfully Invited and Configured will be displayed on the top right of the screen.

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• Welcome to Finly

  Features

• Understanding how to Navigate across Finly

  The left bar can be collapsed & widened with the Hide Menu option. The below gif shows: How to open & collapse the Nav Bar. Switch among multiple Entities. Toggle among tabs in the Nav Bar. Nav Bar Use "Global Search" to find any Data or Documents ...