In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Wave to allow inDinero to download your account activity.
From your business tab, click the grey gear icon at the upper right of any screen.
Select Guest collaborators.
Click the Add a collaborator button on the right.
Input the following information.
- First Name, Last Name
inDinero, Finance Team
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
- Choose View Only
Your service team will have access to all pages in your Wave account except your banking information, integrations, and business information.
- (optional) Write a message to your service team.
- Click Save
Your service team will receive an email inviting them to collaborate.