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 Carta to allow inDinero to download your account activity.
Step 1: In your Carta account, select Roles and Permissions from the "Company" tab dropdown.
Step 2: Click Add User from the upper right hand corner.
Step 3: Enter the requested information and select the role you would like that team member to have (Company Viewer).
- Full Name: inDinero Financeteam
- Email: yourcompanyname@inDinero.com (e.g. if your company name is Evolve Enterprises, the online ID should be evolveenterprises@inDinero.com)
- Title: Accountant
- Phone number: 415-580-1571 if applicable
- Permissions: Company Viewer
Step 4: Click Add User to invite your inDinero team.
Step 5: The invited team member(s) will receive an email from Carta. Advise them to open the email and follow the instructions in order to activate their Carta account.
We're here to help! Please reach out to yourcompanyname@inDinero.com ie: lyonsden@inDinero.com with any questions on your setup process.