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How do I add a new user?

Description This article demonstrates how a new user may be added to Forwardly.
Objective At the end of this article, you should be able to add a user to your Forwardly account.
Estimated reading time 1-2 minutes

On Forwardly, you can give business account access to an unlimited number of users. 

Tip: As a business owner, you can grant two types of access: team access and other user access. Small business owners can only invite people for other user access.
Reminder: User invites can expire! Let the users know you've added them and that they will need to check their inboxes for the invitation as soon as you send it.

Add Team Members

For a Single Business

  1. Log into the business control panel.
  2. On the left-hand sidebar, click the Business Settings icon.
  3. Under Business Settings, click Users.
  4. Click the Add a User button.
  5. Enter the user's Name and their Email Address.
  6. Click the Send button.
  7. Once the Team Member has activated their account on Forwardly, go back to the Users page under Business Settings and click on the Allow button.

For All Connected Businesses

Warning: Adding a team member for all connected businesses will give them access to all data, including potentially proprietary financial information. We highly recommended that access be given judiciously!
  1. In the top right-hand corner, click the menu icon with three vertical dots.
  2. Click Account Details.
  3. On the left-hand side, click My Team.
  4. Click the Add a User button.
  5. Enter a Name and Email Address.
  6. Click the Send button.
  7. Once the Team Member has activated their account on Forwardly, go back to the Users page under Business Settings and click on the Allow button.

Add Other Users

  1. To get started, open the business that you want to add a user for.
  2. On the left-hand sidebar, click the Business Settings icon.
  3. Under Business Settings, click Users.
  4. Click Other Users.
  5. Click the Add a User button.
  6. Enter the user's Name and their Email Address.
  7. Select the appropriate Role.
  8. Click the Send button.
Tip: Unsure which user role to choose? See which User Role your team member falls under.

 

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