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 eShares to allow inDinero to download your account activity, or check out their support page here.
After you log into your account, navigate to Access under Company and click Add a New Person.
Fill in the following information and click Next: Choose Permissions.
- Full Name: inDinero Finance Team
- Email: email@example.com
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
- Click Send invitation
- Title: Accountant
Select Company View from the drop-down menu. Users with this permission set can view all pages under the account and download all reports.
Your service team will receive an invitation and pick up the account set-up process from there!