> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage users

> Account Owners can invite new users, remove existing ones, and update user details on Dash.fi through the Settings panel in the dashboard.

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.

<Steps>
  <Step title="Log in to your Dash.fi dashboard">
    Go to [app.dash.fi](https://app.dash.fi) and sign in with your Account Owner credentials.
  </Step>

  <Step title="Navigate to Settings">
    Click **Settings** in the bottom-left corner of the dashboard.
  </Step>

  <Step title="Open the Users tab">
    Within Settings, click the **Users** tab, then click **Add New User**.
  </Step>

  <Step title="Enter the new user's information">
    Fill in the following fields:

    * **First Name**
    * **Last Name**
    * **Phone Number** (optional)
    * **Email Address**
  </Step>

  <Step title="User receives an invitation email">
    The new user will receive a **Reset Password Notification** email at the address you provided.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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](/account/user-roles) page for details on each permission level.
</Note>

## Removing a user

To remove a user's access to the Dash.fi account, follow these steps:

<Steps>
  <Step title="Log in to your Dash.fi dashboard">
    Go to [app.dash.fi](https://app.dash.fi) and sign in with your Account Owner credentials.
  </Step>

  <Step title="Navigate to Settings">
    Click **Settings** in the bottom-left corner of the dashboard.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click Remove User">
    In the upper-right corner of the user's profile page, click the red **Remove User** button to revoke their access.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## Updating user information

You cannot edit an existing user's details directly. If a user's name, email address, or other information needs to be updated, create a new user profile with the correct information and then remove the outdated one.

<Tip>
  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.
</Tip>