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As an administrator, you manage all users of FinanzDash who are assigned to your firm. You can invite new users, change roles, and delete users.

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View users

  1. Click “Users” in the sidebar
  2. You see all users with name, email, role, and last sign-in
  3. Use the search bar to filter by name or email

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Invite a user

  1. Click “Add user”
  2. Fill in the form:
    • First name – The user’s full first name
    • Last name - The user’s full last name
    • Email – The email address the invitation is sent to
    • Firm – Assign the user to a firm
  3. Click “Send invitation”
The new user receives a welcome email with a link to set up their password. Once they set the password, they can sign in.

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Delete a user

  1. Click the delete icon on a user
  2. A warning and impact analysis is displayed showing which data belongs to this user (dashboards, reports, etc.)
  3. Confirm the deletion by typing the word “DELETE” and clicking “Delete user”
Administrators can create and delete client users. Super administrators can create, edit, and delete administrators and client users.