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How Do I Add Someone as a Finance Manager to My Account?
How Do I Add Someone as a Finance Manager to My Account?

If someone new is handling your finances, or you want to use a different login, it’s easy to add someone as a Finance Manager on Fatsoma.

Anne Fitzsimmons avatar
Written by Anne Fitzsimmons
Updated over a week ago
  1. From your Dashboard, click on the ‘Finance’ tab at the top of the page.

  2. Click the heading labelled ‘Managers’.

  3. Click ‘Add Manager’.

  4. Enter the email address of the person you want to add as a Finance Manager.

  5. Click ‘Submit’.

  6. Ensure the person you invited as a Finance Manager accepts the invite via the email sent to their email address.

Congratulations, you have successfully added a Finance Manager to your account!

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