Providing existing customer users access to FinView Control


This guide will help you to give FinView Control access, to a customer contact.

1. Go to customers.

From the side menu bar, navigate to the customer page.

Go to customers.

2. Select your customer

Locate the customer you want to give access to.

Select your customer

3. Click "Contacts"

Once in the customer settings, now navigate to the Contacts tab.

Click 'Contacts'

4. Locate the contact.

From the list of users, identify the contact that requires the access.

Locate the contact.

5. Click here

Open the user profile, by clicking the little icon, as highlighted.

Click here

6. Grant user access

At the bottom of the pop up window, click the box 'user gets access to the system'.

Grant user access

7. Click "Save"

Now click save.

Click 'Save'

8. Review the changes

You will now see that the user's status has changed from 'No system access' to 'Pending'. This means the user will receive an email from FinView, inviting them to verify their email and set up their two-factor authentication security.

Click 'Full nameEmail addressPortfolio statusUser statusActionsRoger McAcornCommercial contactOperational...'

That's it. This tutorial explains how to give access to FinView control in a few simple clicks.

Dylan de Blieck
Has the strangest hobby - ask him! Simply put, Dylan makes it all work together with Finaps.
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