# Adding a member to your Finaloop account

Written by Emily Burrows  
November 7, 2025

## 1. About

Sometimes you may want other team members or service providers to work on your Finaloop account. In this article, we’ll walk you through how to add team members or give others a role in your Finaloop account.

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## 2. Adding a team member

1. When signed into your Finaloop account, navigate to the side menu and click on your company name in the lower left hand corner.

2. Select **Members** from the list that pops up **.**

3. Click **Invite**.

4. In the popup, add the **email** address of the person you want to invite.

5. Then, select a **role**.

The roles available in Finaloop include:

### Management roles:
- **Admin**: Full access to your Finaloop account

### Financial service provider roles:
- **CFO**: Full access to your account excluding the ability to manage members
- **Tax CPA/ Accountant**: Full access to your account excluding the ability to manage members

### Operator / VA roles:
- **Operator/ VA - full access**: Full access to your account excluding the ability to manage members and track payroll
- **Operator/ VA - extended limited access**: Access to inventory management, bills and invoices management, orders, banks, transaction categorization, and dashboards
- **Operator/ VA - transaction categorization only**: Access to inventory management, bills and invoices management, orders, transaction categorization (bank balances hidden)
- **Operator/ VA - limited access**: Access to inventory, bills, invoices and orders

### Marketing:
- **Marketing operations:** Access to dashboards, inventory, vendors, and customers

6. After selecting the role, click **invite.**

The new member will receive an email and will need to click **Accept invitation** and log in. You’ll see the new member on your Member screen with a status of Pending, until they accept their invite.

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## 3. Editing a role or removing a team member

There may be times you want to edit the role of a member, for example, if you want to move someone from Operator/ VA - limited access to Operator/ VA - full access, or remove their access completely from your Finaloop account.

### Editing a member’s role

1. Navigate to **Members**.

2. On the Members screen, find the name of the member you want to edit and click the 3 dots.

3. Click **Edit**.

4. In the popup, select the new role you’d like to assign to the member and click **Update**.

### Removing access or deleting a member’s role

1. Navigate to **Members**.

2. On the Members screen, find the name of the member you want to edit and click the 3 dots.

3. Click **Remove.**

4. You’ll get a popup that confirms you want to remove that member. Click **Remove.**

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