To connect your Newtek account to this application, you must add Finch as an administrator in the Newtek system. The steps are below.
Instructions
1. Navigate to the Admin tab and click on the User Security link under System Tools to get to the Users screen.
2. Click on add icon to create a new user.
3. Under Role, use the drop-down menu to select Admin.
4. Enter the email address found in Finch Connect
5. Input the name of the application you are connecting to as the username
6. Enter a temporary password and confirm.
7. Check Require Password Change and Force User to Change Password at Next Login.
8. Click Create.
If you are not able to follow the instructions above, please contact your account representative and share that you would like to add the username found in Finch Connect as an External Administrator. CC the email address found in Finch Connect so we can see all communications and help troubleshoot.