Zoe Financial

Login to <a href="https://app.zoefin.com/" rel="nofollow noopener noreferrer" target="_blank">app.zoefin.com</a>

Click the “Settings” button in the bottom left hand corner

Under the “My Information Section”, select “Contact Information”

Click “Save Changes” in the top right hand corner

1. Login to <a href="https://app.zoefin.com/" rel="nofollow noopener noreferrer" target="_blank">app.zoefin.com</a>
2. Click the “Settings” button in the bottom left hand corner
3. Under the “My Information Section”, select “Contact Information”
4. Edit address information
5. Click “Save Changes” in the top right hand corner

If you need any additional assistance, you can contact the Zoe Client Success team at <a href="mailto:clientsupport@zoefin.com" rel="nofollow noopener noreferrer" target="_blank">clientsupport@zoefin.com</a> or 646-264-4449.

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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