Support

Dave Pucci

Handoff Support

Sofia Herrera

Company profile and branding, users, roles, and permissions.

Company Settings & Administration

Open Settings on desktop or in the mobile app, and see what each section is for, which plan it needs, and who can open it.

How to find your way around Settings

Change your company name, contact details, address, logo, and brand color from Company settings.

How to update your company profile and branding

Put your web address on client links and your name on client emails by connecting a domain you own from Company settings.

How to send emails and client links from your own domain

Company information, branding, custom sending domain, and company files.

Company Profile & Branding

Invite a team member by email or phone, choose their role, and manage pending invites, role changes, and removals from Settings.

How to invite team members

See what Admin, Project Manager, Sales, and Field Crew can do by default, what each permission controls, and how custom roles work.

How roles and permissions work

See how many team members each plan includes, what counts as a seat, how to add seats, and what happens when you reach your limit.

How seats and team member limits work

Invite users, manage roles, and control access.

Users & Permissions

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.