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How to Add Team Members to Account

Invite team members to your Finta account.

Kevin Siskar avatar
Written by Kevin Siskar
Updated over 11 months ago

Adding your team members to your Finta account expands your network and will help you start collaborating in no time.


Navigate to your name in the upper-right corner. Click "Team" in the dropdown menu.


Input your team member's name and email. Choose between "Team" or "Investor" for their role. Choosing "Investor" for the team member only adds a "For Investors" section in the left column, nothing else will change.


Click "Invite" after inputting their information. This will send them an invite via email to create a personal account on Finta which can then be used to access your shared account.

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