Add new users to your Adfin account
You can add and manage users from Team settings.
Go to Team in settings to see a list of current users.
Select + Invite user.
Enter the user’s email address.
Choose the role you want them to have (see below).
Confirm to send the invitation.
Adfin does not charge per-user fees, so you can add as many team members as you need.
What happens next?
If the user already has an Adfin account
They’ll get immediate access to your account. They can switch between multiple Adfin accounts using God Mode, which allows them to toggle between accounts they have access to.If it’s their first time using Adfin
They’ll be asked to set up a password (or another authentication method) before accessing the account.
User roles and permissions
Adfin supports four user roles. Each role controls what a user can see and do in your account.
Choose the lowest level of access needed for each user to help keep your account secure.
Super Admin is assigned when you open the account, if you need to change this then please contact us via live chat (the Get Help button in the bottom left of the Adfin console)
Role | Overview | Permissions |
Super admin | Account owner | Full access. Only this role can close the account or change the payout account. |
Admin | Senior team member | Access to all features and most settings. Cannot close the account or change the payout account. |
Member | Standard team member | Can view and manage customers, payments, and payouts. They can create and send invoices but they cannot view or change account settings. |
Viewer | Read-only access | Can view customer, payment and payout information but cannot make changes. They cannot create or send invoices, payments or view or change account settings. |
Deactivate or remove users
You can manage existing users from Team settings.
Deactivate a user
Removes their access to your account.
The user remains visible in your team list.
You can reactivate them at any time.
Remove (delete) a user
Permanently removes the user from your account and team list.
You can invite the same email address again in the future if needed.
Frequently asked questions
I’ve invited someone, but when they log in Adfin asks them to create a new account. What’s gone wrong?
Invited users need to accept the invitation from the email we send them, rather than going straight to the Adfin login page. If they log in directly before accepting, Adfin doesn’t yet recognise them as part of your account and starts a brand-new account setup instead (the “Type of organisation” / set-up steps).
To get them in:
Ask them to open the Adfin invitation email and click the link to accept.
If it’s their first time using Adfin, they’ll set up a password (or another sign-in method) before landing in your account.
They should not complete any “set up your organisation” steps. That creates a separate account rather than adding them to yours.
Can’t find the invitation email? Ask them to check their spam folder first, then re-send it from Team settings.