Account & team
Your team and their permissions, security, agreements, and contacting support.
- How do I contact Fynex support?Open a support ticket from the Support section of your dashboard. Pick a category, describe the issue, attach screenshots if they help, and track replies in the same place.
- How do I invite team members and set their permissions?Invite teammates from the Users section and give each one permissions for what they can see and do. Permissions are granular — for example, someone can view payouts without being able to create them.
- How do I join my company's existing Fynex organization?Sign up with your work email. If it clearly matches an existing organization, you're added automatically; if it's a partial match, an admin approves your request.
- How do I set up two-factor authentication or a passkey?Add a second factor in your profile settings — an authenticator app (TOTP) or a passkey. It protects sign-in and is required to approve payouts, since approving one releases real money.
- Why can't I see certain pages in my dashboard?The dashboard only shows the sections your permissions cover. If a page is missing, an admin on your account needs to grant you the matching permission.
- How do agreements and e-signing work?Agreements are documents you sign electronically inside Fynex. You'll find them under Agreements, sign in a few clicks, and track each one's status from sent to completed.
- How do I change my organization's details?Edit your organization's details in Organization settings. Some changes — like your legal name, registration, or ownership — may trigger a re-check to keep your verification current.
- Where is my money held and how is it protected?Fynex is an FCA-authorised e-money institution. Your funds are safeguarded — held separately from Fynex's own money in dedicated accounts — so they're protected and can't be used to run the business.
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