To add a user to your company's FHR Exchange account, log in as an Admin, open the Admin console from your account dropdown, go to the Users page, and select Invite User. You can invite a specific person by email or generate a shareable signup link. You can add users up to the seat limit included on your membership tier. The steps below walk through both invitation methods and how to remove a user.
What you need to add or remove a user
To add or remove a user on your FHR Exchange account, you need:
To be logged in to the FHR Exchange as an Admin (ReadOnly users cannot manage users)
For adds via email, the business email address of the colleague you're adding
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 Admin, chat with our Member Services team and we'll help you find the right path.
User roles
The FHR Exchange offers two user roles:
Admin: full access, including inviting and removing users, changing security settings, and viewing audit logs. Admins can also act as account holders on your company's FHR Exchange account, receiving client requests, submitting financials, and managing your rating.
ReadOnly: view-only access. ReadOnly users can see your account but cannot manage users, security settings, or act on client requests.
Assign Admin to users who need to act on your company's behalf. Assign ReadOnly to users who need visibility but not authority.
How many users you can add
The number of users your company can have on the FHR Exchange 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 user 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.
Select your account name in the top-right corner of the navigation bar.
In the dropdown menu, select Admin. This opens the Admin console as a modal panel.
In the left sidebar of the Admin console, select Users.
Select Invite User in the top-right corner.
Choose one of two invitation methods (described below).
Option A: Send Invite (best for known invitees)
Use this when you know exactly who you want to add. This method gives you the most control.
Select Send Invite.
Enter the invitee's Email, Role (Admin or ReadOnly), and Full Name. Phone number is optional.
Confirm the invitation.
The invited person receives an email with a link to sign up or log in. Their role is set at invitation time.
Option B: Share Link (best for bulk or lower-friction onboarding)
Use this when you want to bring in multiple people quickly or don't need to verify each identity in advance.
Select Share Link.
Set an Expiration period for the link (for example, 30 days).
Select the Roles to assign to anyone who joins via the link.
(Optional) Enable Email notification to receive an email each time someone joins.
Copy the generated link and share it with your colleagues.
Important: anyone with the link can sign up as a user on your account, regardless of whether you intended to invite them specifically. Use this method cautiously, and prefer Send Invite where identity verification matters.
What your invited colleague will do next
Once you've sent the invitation, your colleague will receive an invitation email (or open the shared link), 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 role you assigned: they can act on client requests as an Admin or view your account as a ReadOnly user.
Important: don't have your colleague register a separate account
If a colleague needs access to your company's FHR Exchange account, always invite them via the Admin console 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 users. Correcting this after the fact requires Member Services intervention.
How to remove a user
Log in to the FHR Exchange at portal.rapidratings.com.
Select your account name and open the Admin console.
In the left sidebar, select Users.
Find the user you want to remove.
Select Remove and confirm.
Once removed, the user can no longer log in to your FHR Exchange account. Their seat is freed up on your tier and available for a new user.
Before removing a user 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 a user's profile
Each user updates their own profile: display name, contact details, and password. To change your own profile information, select your account name, open the Admin console, and go to Profile. Admins cannot edit another user's profile details.
Frequently asked questions
How do I invite a colleague to my FHR Exchange account? Log in to the FHR Exchange, select your account name, open the Admin console, go to the Users page, and select Invite User. Choose Send Invite to invite a specific person by email or Share Link to generate a signup link for multiple people.
Do I need to be an Admin to invite users? Yes. Only Admins can invite, remove, or manage users. ReadOnly users have view-only access.
Can any Admin add or remove another user? Yes. Any Admin on your company's FHR Exchange account can invite or remove users, on any membership tier.
How many users can my company have? Basic members can have up to 3, 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 user to free up a seat or upgrade your membership tier to unlock additional capacity.
What's the difference between Admin and ReadOnly? Admins have full access including inviting and removing users, changing security settings, and acting on client requests. ReadOnly users have view-only access and cannot manage the account or act on client requests.
How do I remove a user from my account? Log in to the FHR Exchange, open the Admin console, go to the Users page, find the user, select Remove, and confirm.
What happens to open client requests when I remove a user? Complete or transfer any in-flight requests before removing the user so your clients aren't left waiting. Chat with our Member Services team if you need help transferring requests.
How do I update another user's name or contact details? Each user updates their own profile. Ask the user 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.