Adding a new User to your Organization.

For information security reasons, new users can't directly register 'into' an existing organization. They have to be invited by the account manager of the organization.

  1. Only the account manager, who is stated in the header area of the My Organization page, can invite new users into your organization.

  2. On the My Organization page, select the Users tab.

  3. On top of the users tab, enter the email address of the new user(s), and click Send Invitation.

  4. The new user now receives the Fundbase standard activation mail with a link to activate the new user account and set the password.

 

Note: Please contact Fundbase Support by sending an email to Support@fundbase.com if you need to change the account manager of your Organization.

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