1. Go to Settings > Company Settings > Manage Users > Click on "+Add User"

2. Enter in the user information:

  • First name: Flow

  • Last name: Finance

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

  • Select approver for the user (Optional).

  • Select activity based user

3. Click the Add this Person button at the bottom

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