Account Owners can invite new users to Dash.fi, remove users who no longer need access, and manage team membership entirely from the Settings panel — no additional tools or external systems required.
Adding a new user
New users are invited by an Account Owner from the Settings panel. Once added, they receive an email to set their own password and access the dashboard.
Log in to your Dash.fi dashboard
Go to app.dash.fi and sign in with your Account Owner credentials. Navigate to Settings
Click Settings in the bottom-left corner of the dashboard.
Open the Users tab
Within Settings, click the Users tab, then click Add New User.
Enter the new user's information
Fill in the following fields:
- First Name
- Last Name
- Phone Number (optional)
- Email Address
User receives an invitation email
The new user will receive a Reset Password Notification email at the address you provided.
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. Removing a user
To remove a user’s access to the Dash.fi account, follow these steps:
Log in to your Dash.fi dashboard
Go to app.dash.fi and sign in with your Account Owner credentials. Navigate to Settings
Click Settings in the bottom-left corner of the dashboard.
Open the Users tab and locate the user
Click the Users tab and find the user you want to remove. Click View on their row.
Click Remove User
In the upper-right corner of the user’s profile page, click the red Remove User button to revoke their access.
Removing a user is immediate. The user will lose access to the dashboard as soon as you confirm the removal. Make sure any cards assigned to that user are reassigned or closed before removing them.
Before removing the old user, make sure the new user has successfully logged in and their access is confirmed. This avoids any interruption in the team member’s ability to use Dash.fi.
