1. Log in to your account, click on the account

2. Click “Services”

3. Select “Manage Authorized Users”

4. Click “Add New User”

5. Fill out information 

  • First name: Flow

  • Last name: Finance

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

  • UserID: Please use the userID provided by the FlowFi team!

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