This guide is for those who access Futrli directly.
If you access Futrli from a Sage product like Sage for Accountants, you will need to use the Sage global navigation bar at the top of your window to access user settings.
If you are unsure which Futrli setup you have, please Contact our Support Team.
You can invite anyone into a Futrli workspace and control which organisations they have access to.
Who can send invites in Futrli?
The ability to send invites depends on your own role in a Futrli workspace.
Super administrators - Can invite a user to have any role, including super administrator
Administrators - Can invite a user to be an administrator, people manager, data manager, or guest
People managers - Can invite a user to be a people manager, data manager, or guest
Data manager - Unable to send invites
Guest - Unable to send invites
đ NOTE: If you're unable to send an invite, you need to contact a super administrator on your workspace.
How to add a Futrli user
In an organisation click on the organisation name in the menu bar, then click Manage Users.â
Once in the Users section, click Add user.
ââEnter their full name.
Enter their email address.
đ NOTE: This is the email address their welcome email is sent to, and what they use to log in to Futrli.â
Select their role.
Select the organisations you want them to have access to.â
When you're done, click OK.
The user then receives a welcome email inviting them to your Futrli workspace and a link to create their Futrli account. Once set up, the user can switch between their own workspace, and workspaces they're invited to.