FinWise for organisationsYour dashboard
The dashboard has three tabs: Overview, People and Settings.
Overview
- People joined
- How many of the people invited have joined.
- Active this month
- How many people have used FinWise this month.
- Still to join
- People who were invited but aren’t on FinWise yet.
- Estimated next invoice
- What your next invoice is likely to be.
- People on FinWise
- How many people were on your plan at the end of each of the last six months.
Active this month appears once 5 people have joined, so it can’t reveal whether one person in a small team is using FinWise.
People
- Invited
- They have an invite and haven’t joined.
- Starting soon
- They joined, and their plan starts when their current subscription ends.
- Joined
- They are on your plan.
- Leaving
- They are in their last 30 days on your plan.
- Left
- They are no longer on your plan. You can hide people who left.
Settings
- Organisation
- Your name, website, logo, message, who can join and your maximum number of people.
- Billing
- Your contribution, card, invoice date, billing email and invoices.
- Team
- Who can manage this dashboard.
- Profile
- Your name, appearance, password and two-factor authentication.