FinDash Docs ยท Reviewed 2026-08-09
Firm Setup
Configure firm identity, team access, client visibility, and operating defaults.
Start in Firm Settings
Firm Settings is the administrative workspace for organization details, team members, client access, branding, integrations, and firm-wide defaults. The firm owner and users with the required admin access can change configuration; other members may see only the sections granted to them.
Invite Team Members
From the team section, enter the teammate email, choose Firm Admin or Firm Member, and select Send Invite. Pending Invitations shows outstanding invitations. The invite form does not currently offer Advisor as an initial role.
Set Roles After They Join
Open Edit Details for an existing teammate and set Member Role to Firm Admin (Full Access), Advisor (Scoped Client Access), or Firm Member (Restricted). Firm admins can manage firm settings and members; advisor visibility depends on client assignments and the firm visibility mode; restricted member access depends on enabled permissions.
Choose Client Visibility
Use broad team visibility when permitted team members should see the firm client base. Use Assigned Advisor + Shared Access when advisors should see only households assigned or explicitly shared with them. Confirm Available for Assigned Advisor for teammates who should appear in assignment controls.
Finish the Firm Defaults
Add the firm name and branding, review page and navigation access, connect only the integrations the firm uses, and test with a non-admin teammate before onboarding clients. Integration setup and some sensitive controls remain admin-only even when a member can view the settings section.
Step by step
- Open Firm Settings: Review organization details and confirm the correct firm workspace.
- Invite the Team: Invite each teammate as Firm Admin or Firm Member, then monitor Pending Invitations.
- Set Existing-Member Roles: After acceptance, use Edit Details to choose the appropriate Member Role and permissions.
- Configure Client Visibility: Choose broad access or Assigned Advisor + Shared Access and test assignments.
- Apply Branding and Integrations: Set firm identity, then connect approved custodians, email/calendar, and one phone provider as needed.
Open this guide in FinDash Docs