Add new admins or financial controllers to your organization account – Uplifter Inc.

As an account owner, you can add additional admins or financial controllers to help you manage your dashboard.

A Financial Controller has permission to:

A Financial Controller does not have permission to:

An administrator has permission to:

An administrator does not have permission to:

From the dashboard, select the Financials & Accounting tab
If you have several accounts or account groups, you can select which one you want to manage on the top of the page :
Select the permissions tab :
From here you can chose to add a financial controller or a add a new administrator, to do so simply select Add New under the appropriate section :
Fill in the information of the person you want to grant more permissions to. Please note that the person will need to already have an account on the platform.