Getting set up

Credential Instructions

Credential Instructions

To grant access to your platforms, please follow the steps for each tool below. Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.

To grant access to your platforms, please follow the steps for each tool below. Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.

Accounting

Accounting

Accounting

Click Lists > Employees > New

Fill out form, giving FlowFi access

Add role and save

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Sign-in as company admin

Go to company > Export file

Send to your FlowFi email

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Select manage users

Click accounting firms

Invite FlowFi

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Click General Settings > Users

Invite FlowFi (advisor permissions)

Press save

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Read full instructions

Banking and Credit Cards

Banking and Credit Cards

Banking and Credit Cards

Click credit card > account services

Select manage other users

Add account managers

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Read full instructions

Login to business account

Click on information and services

Account management > manage users

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Read full instructions

Go to dashboard > team > user

Invite user as a bookkeeper

Click send

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Read full instructions

Login and click services

Select manage authorized users

Add new user

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Read full instructions

Login and click credit card

Account management > add users

Fill out information

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Read full instructions

Login and click on credit card

Account management > add users

Fill out information

Read full instructions

Read full instructions

Login and navigate to settings

User Management > Add new user

Enter information then give us access

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Read full instructions

Login and navigate to setup

Click manage users > add user

Add FlowFi with correct permissions

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Read full instructions

Log in and click settings

Select team > add user

Add FlowFi (Bookkeeper permissions)

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Read full instructions

Login and click settings

Click team > add user/team member

Add FlowFi (Bookkeeper permissions)

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Read full instructions

Login and click company

Click accounting firms > invite

Invite FlowFi (Bookkeeper permissions)

Read full instructions

Read full instructions

Login and click user management

Click add (+) new user

Add FlowFi (Bookkeeper permissions)

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Read full instructions

Login and select administration

Click manage users > add user

Add FlowFi with viewing access

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Read full instructions

Login and go to users & access

Click add user

Add FlowFi and send

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Read full instructions

Login and click customer service

Enter shared access info and add user

Create a ubsbank.com username

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Sign in and click accounts services

Click credit card service center

Account management > add user

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Revenue

Revenue

Revenue

Select team members > invite

Add FlowFi as a new user

Select next > confirm

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Login and go to account settings

Select manage users > add users

Invite FlowFi

Read full instructions

Read full instructions

Click settings > Permissions

Enter contact information

Click send invitation

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Send us your store URL

Send us 5 digit collaborator code

Account admin accept invitation

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Read full instructions

Login to dashboard > click team

Select add new member (+)

Add FlowFi

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Bill Pay

Bill Pay

Bill Pay

Sign in and click settings

Go to permissions > users > new

Invite FlowFi

Read full instructions

Read full instructions

Login and click settings

Click team > invite team member

Add FlowFi as a viewer

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Read full instructions

Tax

Tax

Tax

Go to settings > ysers

Click add user and enter info

Moderate access and invite

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Click account > users & roles

Click invite new user

Invite FlowFi and click add member

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Payroll

Payroll

Payroll

Click Company > User Security

Click Add User

Invite FlowFi

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Read full instructions

Sign in and select settings

Click permissions > add new admin

Add FlowFi as accountant & bookeeper

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Read full instructions

Navigate to settings

Select permissions > add bookkeeper

Add FlowFi

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Read full instructions

Go to settings > company settings

Click manage users > +add user

Add FlowFi

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Read full instructions