Step 11: Inviting Members

Share your financial plan and collaborate with others inside and outside of your company.

Updated over a week ago

With Finmark, you can invite members and control the permissions and access levels for each invited user.

Dynamic Share


Step 1: To invite new members, go to the settings section and scroll down to Members.

Step 2: Click +Invite Members to invite additional members into Finmark.

Quick Share:


You can quickly share your model directly from your dashboard by doing the following:

From here, enter the recipient's email and set the access level.

Once shared, the invited member will receive an email inviting them to accept the invitation.

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