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Additional Account Configurations

Additional Account Configurations

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

Keith Gruver avatar Annika Walima avatar Avery Miller avatar
8 articles in this collection
Written by Keith Gruver, Annika Walima, and Avery Miller
Managing Scenarios

Scenario Planning and Sharing

Endless possibilities, effortless collaboration
Keith Gruver avatar
Written by Keith Gruver
Updated over a week ago

Comparing Scenarios

Learn how to compare scenarios with Finmark.
Annika Walima avatar
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.
Annika Walima avatar
Written by Annika Walima
Updated over a week ago

How to Edit/Delete Invited Users

Learn how to edit and delete invited users
Annika Walima avatar
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.
Keith Gruver avatar
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.
Annika Walima avatar
Written by Annika Walima
Updated over a week ago

Changing Currency

Learn how to change the currency.
Avery Miller avatar
Written by Avery Miller
Updated over a week ago
Finmark Subscription

How to Manage your Subscription

Learn more about managing your subscription.
Annika Walima avatar
Written by Annika Walima
Updated over a week ago
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