Teammate, accountant, bookkeeper or client, you can invite anyone into your Futrli setup and give them the access to the organisations that you want them to have access to.

Head to the settings via the cog in the top right corner of the window. You'll see the Users section in the dropdown - providing you've been set up yourself with the appropriate permissions.

Step 1: Enter their name and email address.

Step 2: Choose their role. Permission options include being able to add/remove users and add/remove organisations.

  • Super administrator - A super administrator has access to everything for every organisation.

  • Administrator - An administrator has access to everything, but only for organisations they are set up with.

  • People manager - A people manager can add and remove users from the account, but only for organisations they are set up with.

  • Data manager - A data manager can add and remove organisations, but only for organisations they are set up with.

  • Guest - A guest will have no permissions for either organisation or user management.

Step 3: Choose the organisations and data integrations they will have access to.

Step 4: Hit OK to send the invitation.

They will receive an email invitation that looks like this:

When they accept the invitation they will be asked to register, go through the password and verification steps and then are taken to the settings area if they have been invited to more than one organisation, or straight to the organisation that you’ve invited them to.

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