Fides Help Center
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Fides Help Center
Go back to Fides
Can I export documents to Word?Fides AssistantHow do I add a new resolution item to the resolution item catalog?Can I Import a Word Document?
How to set-up your Fides Account
What documents do I need for the onboarding process?General OnboardingLegal Onboarding: Services in ScopeIndividual sender addressSetting up a single sign-on connection (SSO)Setting up a Fides account as a Shareholder
How to use your Fides Account
Key Account DashboardHow do I change the language of my Fides account?How do I switch between different companies?How do I invite others to my Fides-Account?How can I add a new member without sending an email invitation?How can I resend members an invitation to their Fides account?How do I upload documents as part of the onboarding process?Login: How can I log in to Fides?How do I set the default entity visible after logging in?How can I change my password?
Entity Management
Entity Data
Power of Attorneys
Cap Table
Structure Chart
Entities
Committees
What is Time Travel for Committees?How do I set a "Date of Removal" for a Managing Director?How do I add a committee members / subcommittee members?How do I change the committee members?How do I change the chairperson of a committee or subcommittee?How do I add a committee / subcommittee?How do I set up a temporary committee?How can I edit committee information?
Tasks
How do I create a new task?
Approvals
What is a Preapproval? - OverviewHow Do I Start the Preapproval Process?What happens if all persons approve the resolution in the pre-approval procedure? What happens if all or one person rejects the resolution in the pre-approval procedure? How Do I Add a Pre-Approvee? How do I create Approvals?
Resolutions
How to use the participant listWhich functions can I use in the participant list? Can I resend an email? How do I see who voted and signed a resolution? Is it possible to check the status of sent e-mails? How do I change the required majority for a resolution item?How do I create a new circulating resolution?How do I vote on a circulating resolution?Secret voting in a circulating resolutionResolution Settings How do I sign a resolution?Different status in the participant list How can I send a reminder to vote?Is it possible to extend the deadline for signatures on a resolution?How can I add a Resolution Item to my template?How do I start the voting process?How To Create A Resolution Template
Meetings
How do I create a new meeting? Do I have to send out a meeting draft?How do I invite the attendees to the meeting?Can I integrate documents directly into the invitation? How can I add or remove attendees from a meeting?What is the difference between the three agenda items: dicussion, information and resolution?What happens when I select a signatory in the invitation-flow?What happens when I appoint a representative for a meeting?For how long can I change my attendance status when I am an attendee of a meeting?Is there a possibility to add comments? How do I create the minutes of a meeting?How do I lock a meeting?What are action items and how do I create them?How do I invite guests to specific agenda items?What is the Meeting Book?What are Suggested Topics?
Templates
Documents
How do I create a task from a document? Overview - Document ManagementWhy does a document no longer appear in the document dashboard?How can I filter or change the view in the document dashboard?How do I share a document?How do I sign a document?Meta DataHow can I share a Document?What are document references and how can I use them?
Templates
Access Rights
How can I set access rights for individual features? What do the individual access rights mean? How can I share documents and see who they have been shared with?What access levels are there and what do they mean?Rights & Access ManagementHow can I set access rights for documents?Can I have people informed about their new access rights? Committee Access Rights
Legal Terms used in Fides
What is a committee?What is a subcommittee?What is the share capital?What is a share class?What is the establishment date of a share class?What are voting rights?What is the share amount?Who are the authorized representatives of a company?What is the end of term of an authorised representative?What are the company's registration documents?
Deep Dive
Newsletter
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Security
Where is Fides hosted? How can I use SSO to log in?

How do I invite others to my Fides-Account?

Every person that needs to have access to Fides requires an account. For that, he or she needs to be invited. 

There are several ways of inviting a new user to Fides:

(i) invite them as part of the company account

(ii) invite them as committee member.

1. Inviting a colleague to be part of the company account 

In order for someone to have full access to the company's account you can invite them via the Member Management. In the sidebar, go to the menu tab Members. 

Click on "Add Member to account" and fill in the required details.

As soon as the person accepts the invitation that was sent via email, there will be a green icon appearing at the user's profile in the Member Management. Should the orange icon remain, the user has not yet accepted the invitation. You may then reach out to remind him/her of the outstanding invitation.

2. Inviting a committee member

When creating a committee, you will be asked to add committee members. If a designated member is not displayed in the dropdown menu, he or she is not registered yet. Click the button "Add member to account" and fill in the required details. The person will automatically receive an invitation email from Fides.

Note: You may decide whether a person should be invited directly to Fides by email or whether you would like to invite the person later. 

If you decide to send an invitation later, you can send it at any time. Go to the menu tab Members and select the member you want to invite. Via the 3-dot menu to the right of the respective member you can select "Resend invitation".

Note: The newly added member will be automatically added to the DEFAULT group under the Access Rights. This limits the access rights of the new member as far as possible. To change this, add the new member to the ADMIN group (maximum access rights) or another group with individually set access rights restrictions. You can add the new member by clicking Edit members in the 3-dot-menu of the chosen group. 

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