6. Invite Users - Admina Help Center

You can invite users to the organization you created. Invited users can connect to services and view data retrieved through those connections. If you manage users with SSO, refer to the following documentation.

Invite Users to This Service

Go to Settings > Users and click [Invite User] in the upper right.
Enter the invited user’s email address in the “Target User” field and click [Add].
Select the role to assign and click [Apply]. For role details, see Admin Users and Role Settings.

Check the Invitation Email

An invitation email is sent to the invited user. Click [Log In] in the email.
Enter the invited email address and log in.
Log in using “Log in with MoneyForward ID” or “Log in with another method.”

Screenshot of the login method selection screen

Enter your email address and click [Log In].
Enter your password and click [Log In].

Select another method and follow the on-screen instructions to log in.

If You Do Not Have a MoneyForward ID

If the invited email address is not registered with a MoneyForward ID, you cannot log in.

You are on the “Log in with MoneyForward ID” screen. Click “Register a new MoneyForward ID here” to register.
Create a MoneyForward ID using one of the methods shown on the next screen, then log in to this service.