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  1. FUTRLI
  2. Users, Admins and Account Settings

Users, Admins and Account Settings

Control permissions and settings of your Users and Admins.

Invitations

  • How do I add team members to Futrli Advisor?
  • Adding a User to Futrli Advisor
  • Adding an Admin to Futrli Advisor

User and Admin Accounts

  • An introduction to User, Admin and Owner Account roles
  • How to upgrade a User Account into an Admin Account
  • Changing a User or Admin's non-financial data permissions
  • Can I give new Users and Admins access to Futrli Advisor demo organisations?

Futrli Account Settings

  • When logging in I keep getting redirected, why?
  • Contacting Futrli
  • Updating billing details in Futrli Advisor
  • Forgot your password?
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