{"id":36541,"date":"2026-04-14T14:54:12","date_gmt":"2026-04-14T13:54:12","guid":{"rendered":"https:\/\/finseta.com\/?p=36541"},"modified":"2026-04-14T15:54:35","modified_gmt":"2026-04-14T14:54:35","slug":"how-do-i-manage-users-on-my-account","status":"publish","type":"post","link":"https:\/\/finseta.com\/ca-en\/how-do-i-manage-users-on-my-account\/","title":{"rendered":"How do I manage users on my account?"},"content":{"rendered":"\t\t
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\nHow do I manage users on my account?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Managing users on the Finseta platform is simple. This guide will walk you through adding, configuring, and managing users on your account.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 1<\/h3>

Go to the settings menu on the Finseta platform. \n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 2<\/h3>

Click on the \u201cUser Access\u201d section within the settings menu.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 3<\/h3>

Select the \u201c+\u201d icon. Then you can choose to create a new user or use an existing one. If you are unable to see this, you likely do not have permission to add users. To add users, you must be an admin on the account.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 4<\/h3>

Click on the dropdown if you have chosen to add an existing user. Any users for accounts you are an admin on will be shown in the list.\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 5<\/h3>

If you are adding a new user enter the user\u2019s details, as shown on the platform. \nOnce the details are added, scroll down and click the green \u201cNext\u201d button. \n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 6<\/h3>

You can then assign the user\u2019s permissions. These are: \n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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