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Fin AI — How to add a user

Fin AI answer for adding new users — step-by-step guide with role assignment and location access.

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Written by Vemco Group

Questions this answers

How do I add a user? · Create a new user account · Add a colleague · Set up a new login · How do I give someone access?

Answer

  1. Click the ⚙ cogwheel (Settings) in the top-right corner → select Users.

  2. Click + Add user.

  3. Enter the user's full name and email address.

  4. Assign a role: Admin, Manager, User, or Tenant.

  5. Go to Companies and assign the correct company, location, or sub-location access.

  6. Enable Send welcome email so the user receives their login credentials automatically.

  7. Click Save.

Important: Always assign both permissions AND company/location access. Without location access, the user can log in but will see no data.

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