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1. Login as Administrator on your Production Account
2. Go to Lists > Employees > Employees > New
3. Fill out the form with all the information needed for the user's login
First name: Flow
Last name: Finance
Email: Please use your account specific FlowFi email address!
Phone Number: 310-876-2272
4. Go to Access tab > check Give Access box
5. Check Send New Access Notification Email box
6. Add Role > click Add
7. Click Save
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.