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
- Log into the business control panel.
- On the left-hand sidebar, click the Business Settings icon.
- Under Business Settings, click Users.
- Click the Add a User button.
- Enter the user's Name and their Email Address.
- Click the Send button.
- 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! |
- In the top right-hand corner, click the menu icon with three vertical dots.
- Click Account Details.
- On the left-hand side, click My Team.
- Click the Add a User button.
- Enter a Name and Email Address.
- Click the Send button.
- 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
- To get started, open the business that you want to add a user for.
- On the left-hand sidebar, click the Business Settings icon.
- Under Business Settings, click Users.
- Click Other Users.
- Click the Add a User button.
- Enter the user's Name and their Email Address.
- Select the appropriate Role.
- Click the Send button.
Tip: Unsure which user role to choose? See which User Role your team member falls under. |