Managing Your Team

As an administrator, you can manage who has access to your Fund Flow workspace.

Company Settings

To update your legal entity information:

1. Go to Settings > Organization.
2. Update your Company Name, EIN/Tax ID, and Address.
3. This information will appear on generated documents and invoices.

Managing Members

1. Invite New Member Navigate to Settings > Team. Click Invite Member.

2. Enter Details Input their email address and select a role:

   • Admin: Full access to everything, including billing and team management.
   • Member: Can view and edit deals/contacts but cannot change billing or invite others.
   • Viewer: Read-only access.

3. Manage Access If a team member leaves, click the ... menu next to their name and select Remove User to revoke access immediately.