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Getting the most out of team collaboration

Unleash the power of collaboration

In this guide we will cover:

  • Inviting a teammate to Fundstory
  • Giving your teammates dashboard access
Platform tip video series coming soon!

Inviting a teammate to Fundstory

Proactively analyzing numbers with your teammates is a must-have for any modern-day finance team. Inviting your teammates to Fundstory allows you to unleash the full power of collaborative financial planning software. We have streamlined the process of adding teammates with our intuitive interface. Team members can be invited by selecting "Company Profile" on the left side navbar and then selecting “Manage team”. From there, just add the email of the team member you want to invite and assign them a role to determine their level of access.

Giving your teammates dashboard access

As with any financial collaboration tool, once your teammates are invited, it's time to assign them to the right task in order to maximize their contribution to the project. Assign teammates to specific tasks, define permissions & exchange ideas at the pace your business needs to succeed. To do this, navigate to the “Company Profile” button on the navbar. From there, select “Team” to view all your invited team members and the permissions for each one. Click on the team member that you want to assign a task to, and edit their permissions to reflect the needs of your organization.