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Account Setup
Account Setup Guide
Setting Up Your Account
Follow these steps to configure your organization and user settings for optimal use of Financbase.
Setup Steps
Step 1
Create Your Account
Sign up with your email address and verify your account
Step 2
Set Up Organization
Enter your company or organization details
Step 3
Configure Users
Add team members and set up permissions
Step 4
Security Settings
Enable two-factor authentication and security features
Step 5
Preferences
Customize your account settings and preferences
Key Features
Organization Management
Manage your organization details, billing, and team members
User Roles & Permissions
Control access with role-based permissions
Security Settings
Configure security features and authentication methods