Adding a user (inviting a colleague) to your organization's FHR Exchange account brings another person in as an account holder who is authorized to receive client requests, submit financial information, and manage your Financial Health Rating alongside you. Any existing account holder can invite a new user or remove an existing one directly from the FHR Exchange, up to the seat limit included on your membership tier. The steps below walk through the full process.
What you need to add or remove a user
To add or remove a user on your FHR Exchange account, you need:
To already be an account holder on your company's FHR Exchange account
For adds, the business email address of the colleague you're adding
For adds, available capacity on your membership tier (see below)
If you're not sure whether your company already has an FHR Exchange account, or you're not currently an account holder yourself, chat with our Member Services team from the Help Center and we'll help you find the right path.
How many users you can add
The number of account holders your company can have is set by your membership tier: Basic members can have up to 3, Essential members up to 5, and Pro members up to 15. If you've reached your tier limit, you'll need to remove an existing account holder before adding a new one, or upgrade your membership tier to unlock additional capacity. For the full breakdown of what's included at each tier, see Compare Membership Tiers. For guidance on who to bring on as an account holder, see Choosing Your Company's Account Holders.
How to add a user
Log in to the FHR Exchange at portal.rapidratings.com.
Open your account settings from the account menu.
Go to the Users section, where you'll see the account holders currently on your account.
Select Add User.
Enter your colleague's business email address and confirm the invitation.
Your colleague will receive an invitation email from the FHR Exchange with a link to complete their registration.
What your invited colleague will do next
Once you've sent the invitation, your colleague will receive an invitation email, select the registration link, complete the form with their name and a password, and verify their email address before their first login. For the full details of what they'll experience, see How to Register a New Member Account.
Once registration is complete, your colleague has the same account holder permissions you do: they can view and respond to client requests, submit financial statements, initiate rating updates, and manage ActionPath requests.
Important: don't have your colleague register a separate account
If a colleague needs access to your company's FHR Exchange account, always add them via the Users section using the steps above. If they instead register a new account independently through a client's request email, the FHR Exchange will create a separate company record for them, and they will not have access to your existing client requests, rating history, or account holders. Correcting this after the fact requires Member Services intervention.
How to remove a user
Log in to the FHR Exchange at portal.rapidratings.com.
Open your account settings from the account menu.
Go to the Users section.
Find the account holder you want to remove and select Remove.
Confirm the removal.
Once removed, the account holder can no longer log in to your FHR Exchange account or act on your company's behalf. Their seat is freed up on your tier and available for a new user.
Before removing an account holder who has open client requests in progress, complete or transfer those requests first so your clients aren't left waiting on a response. If you need help transferring in-flight requests, chat with our Member Services team.
Updating an account holder's profile
Each account holder updates their own profile — display name, contact details, and password — from their own profile settings. To change your own profile information, use the account menu when you're logged in.
Frequently asked questions
How do I invite a colleague to my FHR Exchange account? Log in to the FHR Exchange, open your account settings from the account menu, go to the Users section, select Add User, and enter your colleague's business email address. They'll receive an invitation email with a link to complete their registration.
Can any account holder add or remove another user? Yes. Any existing account holder on your company's FHR Exchange account can add or remove another user, on any membership tier.
How many account holders can my company have? Basic members can have up to 3 account holders, Essential members up to 5, and Pro members up to 15. See Compare Membership Tiers for the full breakdown.
I've reached my tier's user limit — what are my options? You can either remove an existing account holder to free up a seat, or upgrade your membership tier to unlock additional capacity.
How do I remove a user from my account? Log in to the FHR Exchange, go to the Users section, find the account holder you want to remove, select Remove, and confirm.
What happens to open client requests when I remove an account holder? Complete or transfer any in-flight requests before removing the account holder so your clients aren't left waiting. Chat with our Member Services team if you need help transferring requests.
How do I update another account holder's name or contact details? Each account holder updates their own profile. Ask the account holder to sign in and update their details from their own profile settings.
My colleague already registered a separate account by mistake — what do I do? Chat with our Member Services team. They can consolidate the duplicate account into your company's existing FHR Exchange account.