Managing team members in Setup → Admin → Team: inviting colleagues, assigning roles, limiting entity access, requiring 2FA, and suspending or removing users. For your own personal settings (profile, password, 2FA), see Account.

Go to Setup → Admin → Team and click Add member (top right) to invite a new colleague or stakeholder by email. Assign a role (what they can see and do) and set their entity access.

For security reasons, invites are valid for 14 days. An expired invite can be renewed — and the invite email re-sent — with the refresh icon on the right.

Finstack works with a fixed set of roles. For the full overview of available roles and their access rights per feature, go to Setup → Admin → Team and click the info icon next to the Role column header (see the image above).

Finstack works with a fixed set of roles. To limit what a team member sees, choose the most restrictive role that fits, and use entity access to limit which entities they can see (Setup → Admin → Team).

Note that Dashboards have additional access management: in the Dashboard overview, press the Configure button.

If the fixed roles don't fit your setup, ask for a human agent in the chat to discuss the options.

No — the Aging view cannot be added to a dashboard as a separate tile. Aging is available as its own page.

In Setup → Admin → Team you can see the Two factor status of each team member. Use the toggle Require two-factor authentication (2FA) for all team members at the bottom of the page. Turning this off only affects team members who have not set up 2FA yet.

Finstack sends emails for password resets and team invites. If a message doesn't arrive, check the spam folder first. Delivery can take a moment; if it takes more than 5 minutes, ask for a human agent in the chat.