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User Management
Invite team members and manage access to your tenant
Invite Fractional CFO
Email Address
*
Display Name
*
Fractional CFO will have full access to manage financials, reports, and can invite their own assistants to help manage your tenant.
Send Invitation to CFO
Invite CFO Assistant
Email Address
*
Display Name
*
Access Level *
Read Only - Can view all data but cannot make changes
Upload - Can view and upload documents/transactions
Upload and Write - Can view, upload, and modify data
CFO assistants support the Fractional CFO with access based on their privilege level.
Send Invitation to CFO Assistant
Invite Team Member (Employee)
Email Address
*
Display Name
*
Access Level *
Read Only - Can view all data but cannot make changes
Upload - Can view and upload documents/transactions
Upload and Write - Can view, upload, and modify data
Team members will have access based on their assigned privilege level.
Send Invitation to Team Member