1. About
Sometimes you may want other team members or service providers to work on your Finaloop account. In this article, we’ll walk you through how to add team members or give others a role in your Finaloop account.
2. Adding a team member
When signed into your Finaloop account, navigate to the side menu and click on you company name in the lower left hand corner.
Select Members from the list that pops up.
Click Invite.
In the popup, add the email address of the person you want to invite.
Then, select a role.
The roles available in Finaloop include:
Management roles:
Admin: Full access to your Finaloop account
Financial service provider roles:
CFO: Full access to your account excluding the ability to manage members
Tax CPA/ Accountant: Full access to your account excluding the ability to manage members
Operator / VA roles:
Operator/ VA - full access: Full access to your account excluding the ability to manage members and track payroll
Operator/ VA - extended limited access: Access to inventory management, bills and invoices management, orders, banks, transaction categorization, and dashboards
Operator/ VA - transaction categorization only: Access to inventory management, bills and invoices management, orders, transaction categorization (bank balances hidden)
Operator/ VA - limited access: Access to inventory, bills, invoices and orders
Marketing:
Marketing operations: Access to dashboards, inventory, vendors, and customers
After selecting the role, click invite.
The new member will receive an email and will need to click Accept invitation and log in. You’ll see the new member on your Member screen with a status of Pending, until they accept their invite.
3. Editing a role or removing a team member
There may be times you want to edit the role of a member, for example, if you want to move someone from Operator/ VA - limited access to Operator/ VA - full access, or remove their access completely from your Finaloop account.
Editing a member’s role
Navigate to Members.
On the Members screen, find the name of the member you want to edit and click the 3 dots.
Click Edit.
In the popup, select the new role you’d like to assign to the member and click Update.
Removing access or deleting a member’s role
Navigate to Members.
On the Members screen, find the name of the member you want to edit and click the 3 dots.
Click Remove.
You’ll get a popup that confirms you want to remove that member. Click Remove.