1. Select Team Members from the navigation menu

2. Select Invite Team Members

3. Enter the following details for each new user:

  • First Name: Flow

  • Last Name: Finance

  • Email: Please use your account specific FlowFi email address!

  • Access level: admin

4. Select Next

5. Review the list of users to invite, then select confirm

*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.