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How do I add a CFO to the account?

  • Updated

CFO Role

The role of the CFO is to access the feature Financials, create financial reports and upload accounting files.

Steps to add a CFO to the organization:

1. Start by clicking on "Administration" and "Users" in the left menu. Next, click on "Invite new users"

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2. Fill in the user's information and make sure that you choose "CFO" in the role picker. Click on the "Add" button when you are done. The CFO will now receive an email with instructions on how to activate the account. 

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