Additional Account Configurations

Learn how to manage scenarios, inviting users, subscriptions, and more account configurations.

9 articles in this collection
Written by Keith Gruver, Annika Walima, and Avery Miller

Managing Scenarios

Scenario Planning and Sharing

Endless possibilities, effortless collaboration

Written by Keith Gruver
Updated over a week ago

Comparing Scenarios

Learn how to compare scenarios with Finmark.

Written by Annika Walima
Updated over a week ago

Managing Additional Members

Invite Members in Settings

Share & collaborate with your team, investors, and key stake holders on your financial plan.

Written by Annika Walima
Updated over a week ago

How to Edit/Delete Invited Users

Learn how to edit and delete invited users

Written by Annika Walima
Updated over a week ago

Payment Collection Terms

Adding, Editing, and Deleting Payment Collection Terms

Learn how to include timing-of-payment details for your products.

Written by Keith Gruver
Updated over a week ago

Account Settings

How to update Personal Details, Company Name, and Password.

Learn more about updating your account details in Finmark.

Written by Annika Walima
Updated over a week ago

Changing Currency

Learn how to change the currency.

Written by Avery Miller
Updated over a week ago

Finmark Subscription

Understanding What's Offered with your Finmark Subscription

Learn more about what's offered with your Finmark Subscription!

Written by Annika Walima
Updated over a week ago

How to Manage your Subscription

Learn more about managing your subscription.

Written by Annika Walima
Updated over a week ago