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Simple steps to update, secure, or remove your account

Account Management

Can I change my password from the dashboard?

How do I reset my password if I forget it?

How to edit the account profile after signup.

How can I update my email address?

How to set a time zone for your account.

How to delete your account.

Why I can't login to my account?

How to update and manage your account settings

Managing Account

What is the maximum number of members I can add to my account?

How can I remove member from my account?

How can I edit member roles?

How can I add members as an Admin?

What is an account user?

User management, roles, and admin controls

Administration

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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.

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