Elevate

How do I add funds into my Elevate Account?

How do I send and receive money using my Elevate Account?

How do I add a recipient to send money to?

What are the currencies supported by the Elevate Account?

Can Elevate be integrated with my accounting software example such as Xero or Quickbook?

Can I use the Elevate Account to pay for my Funding Societies (FS) Loan or Elevate repayment?

Making the most out of your Elevate Account. Adding, sending/receiving money, managing recipients, understanding account fees, interest rates, and more.

3. Financial Operations and Features

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Prototype article-aware answer

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.

Prototype role-limiting follow-up

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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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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