Adding a new user
New users are invited by an Account Owner from the Company panel. Once added, they receive an email to set their own password and access the dashboard.1
Log in to your Dash.fi dashboard
Go to app.dash.fi and sign in with your Account Owner credentials.
2
Navigate to Company
Click Company in the left panel of the dashboard.
3
Open the People tab
Within Company, click the People tab, then click Invite Person.
4
Enter the new user's information
Fill in the following fields:
- First Name
- Last Name
- Phone Number (optional)
- Email Address
5
User receives an invitation email
The new user will receive a Reset Password Notification email at the address you provided.
6
User sets their password
The new user clicks the Reset Password button in the email, creates a password, and gains access to their Dash.fi account.
New users are assigned a default role when added. If you need to assign a specific role such as Accounting, refer to the User Roles page for details on each permission level.
Bulk invite users from a CSV
If you need to add several people at once, use the bulk invite flow instead of inviting them one by one. You upload a CSV, review and edit each row in the dashboard, then send all invites in a single step. Dash.fi validates every row before creating any users, so you can fix mistakes without ending up with partial data.1
Open the Imports page
From your Dash.fi dashboard, click Company in the left panel and open the People tab. Click Imports to open the People → Imports page, then click New import.
2
Download the CSV template
In the bulk invite wizard, download the
user-import-template.csv file. It contains the exact column headings Dash.fi expects and a sample row you can replace. You can also upload your own export instead — you’ll map its columns to Dash.fi fields in the next step.3
Fill in your users
Add one person per row using these columns:
4
Upload the file
Upload the completed CSV. Dash.fi parses every row and shows a Validating people progress state while it checks them.
5
Review each row
Dash.fi opens the import in the Review import tab and lists every row with its status. Each row shows the person’s name, email, phone, roles, and external ID.
- Rows with problems are flagged with their error, for example a missing name (
invalidName), an invalid email (invalidEmail), an invalid phone number (invalidPhone), a duplicate email that already exists on your account (duplicateEmail), or a role that doesn’t exist (invalidRole). - Click any row to open an edit sheet. You can fix the name, email, or phone, and use the Roles picker to add or remove roles per person without re-uploading the CSV.
- Rows without errors are ready to send as-is.
6
Send invites
Once every row is valid, confirm the import to send all invites at once. Dash.fi shows an Invites sent summary with the count of people invited. Each person receives the same Reset Password Notification email as a single invite and appears in your People list once they accept and set a password.
The People → Imports page keeps every bulk invite in one place. Use the File uploads tab to resume an upload that’s still processing, Review import to finish a pending file, and Completed to review past imports.
Export users
Account Owners can export the current list of users to a CSV file — useful for auditing access, reconciling with an HR system, or sharing a snapshot with your finance team. The export mirrors whatever filters you’ve applied on the People tab.1
Navigate to Company → People
Click Company in the left panel of the dashboard, then open the People tab.
2
Filter the list (optional)
Use the search box, status filter, and sort controls to narrow the People table to the users you want to export. The export includes only the rows currently matching your filters.
3
Click Export
Click the Export button in the table toolbar. Dash.fi generates a CSV and downloads it as
users.csv.A single export is capped at 1,000 users. If your current filter matches more than that, Dash.fi returns a
tooManyItems error instead of a partial file — narrow the filter (for example by status or name) and try again.Removing a user
To remove a user’s access to the Dash.fi account, follow these steps:1
Log in to your Dash.fi dashboard
Go to app.dash.fi and sign in with your Account Owner credentials.
2
Navigate to Company
Click Company in the left panel of the dashboard.
3
Open the People tab and locate the user
Click the People tab and find the user you want to remove. Click directly on their profile to open it.
4
Click Remove User
In the upper-right corner of the user’s profile page, click the red Remove User button to revoke their access.