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Additional Account Configurations
Additional Account Configurations
Learn how to manage scenarios, inviting users, subscriptions, and more account configurations.
8 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
How to Manage your Subscription
Learn more about managing your subscription.
Written by
Annika Walima
Updated over a week ago