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.
Import users from CSV
If you need to add several users at once, upload a CSV instead of inviting people one by one. Dash.fi validates every row before creating any users, so you can fix mistakes and re-upload without ending up with partial data.1
Navigate to Company → People
From your Dash.fi dashboard, click Company in the left panel, then open the People tab.
2
Start a bulk import and download the template
Choose the CSV bulk-import action, then download the CSV template. The template contains the exact column headings Dash.fi expects and a sample row you can replace.
3
Fill in your users
Add one user per row using these columns:
4
Upload the file
Upload the completed CSV. Dash.fi checks each row and flags any errors — for example a missing name, an invalid email or phone number, a duplicate email, or a role that doesn’t exist on your account (
invalidRole). Dash.fi skips any row with errors.5
Review and confirm
Fix any flagged rows in your CSV and re-upload if needed, then confirm the import. Each successfully imported user receives the same Reset Password Notification email as a single invite and can sign in once they set a password.
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.