Send an invite
Go to the Users tab.
Select Invite Users.
Enter the person's email address.
Choose their User Type. This is the same setting as the User Roles dropdown on a user's row - see User roles explained.
Choose the organisation, if you manage more than one.
Select Add Email.
Send the invites.
The person appears on the Users tab under the Invited filter. Repeat for each person you're adding.
Who can do this: anyone with the Users → Invite permission.
Invite anyone who works on your deals. Two exceptions to note before you send:
Staff without credit accreditation shouldn't have the third-party services switched on - see Set user permissions.
Referral partners are set up differently - see Understand referrer users.
When the invite is accepted
The person sets a password, sets up two-factor authentication - see Set up two-factor authentication - and gains access under the permissions you've assigned. Ask them to check their details are right once they're in, at Set up your user profile.
If the invite wasn't received
Go to the Users tab.
Switch the filter to Invited. If they're not listed, the invite was never sent - send it again.
Check the email address on their row for typos. That's the usual cause.
Ask them to check their junk and spam folders.
Select Resend on their row.
Remove a user
Financeable doesn't allow users to be deleted in the platform. Send Support the person's name and email address and we'll remove them - Get help and support.
Tip - Need access cut immediately? Users → Remove revokes their access, and Users → Status change deactivates the account. Use either, then raise the removal request.