1. Log in to Rho

2. Navigate to the User Management Tab (the person icon on the tool bar)

3. Click the + New User button on the right side of the screen

4. Enter required information to add us in as a bookkeeper

First name: Flow

Last name: Finance

Email: Please use your account specific FlowFi email address!

5. Save and send!

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