The Settings area of your Fluidly account allows you to add other users, manage your Xero or QBO connection and view relevant legal documents.

To access this page, simply click the dropdown menu on the right side of the page and navigate to Settings. 

NB. If you are an accountant or advisor using the product, you will be able to navigate to both your portfolio settings and an individual business' settings, so please take care to adjust the relevant settings.

Adding new users


When you've clicked the invite button and entered the individual's details, they will then receive an email asking them to set a password.

Should they not receive this email within a few minutes of it having been sent, please ask them to check their junk / spam folders.

Managing your Xero or QBO connection

Should you wish to disconnect your Xero or QBO connection from Fluidly, you can do this very simply within the Settings by clicking the ellipsis button and following the steps from there.

Legal Documents

All relevant legal documents can be found at the bottom of the Settings page.

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