Why is this page important?
Understanding how to add users is essential for maintaining proper access control and ensuring that team members have the necessary tools to perform their roles effectively.

To add a user, follow these steps:

1. Log into the System: Access your OFX account using your administrator credentials.

2. Navigate to User Management: Locate and click on the “Team” tab from the main menu or dashboard.

3. Select Add User Option: Look for an option labeled “Add user.”  Click this button to start the process.

4. Enter User Details: Fill out the required fields for the new user, which may include:

• Email Address: Enter the user’s email address for communication and login purposes.

• Enter Name: Enter First name and Last name.

• Role/Permissions: Assign appropriate roles and permissions based on the user’s responsibilities. You can assign standard roles with preassigned permissions (e.g., Preparer, Payer, Approver, Viewer, Employee), or you can assign your own 'Custom' permissions.

5. Click on “Add”, the MFA process will be initiated.

   

6. Security code will be sent to your mobile device. Enter the security code sent to your registered mobile number. Click “Add”.

   

7. Skip MFA or fail authentication. Error messages will appear, and you can try again. Sample message below when entering an incorrect code.

   

8. After successful MFA verification, your changes will be saved. Once you’ve completed MFA for adding a new user, they will not need to do so again for 5 minutes or until log out. (If you do not receive a code or have issues with your mobile number, contact OFX support for assistance.)

9. A confirmation message will appear at the bottom of the screen to confirm that the user was successfully added:

8. An invitation email is also sent to the user.

Next Steps:

1. Regularly review user accounts to ensure they are up-to-date and reflect current organizational needs.

2. Monitor user activity to ensure compliance with internal policies and security protocols.

3. Provide training or resources to new users to help them navigate the system effectively.

Related FAQ Articles:

• What permissions need to be applied for a user to create payments?