GOPAY Czech

You reach the General settings page from the top right menu – after clicking your e-mail or user name, select General settings.

This page serves as a hub for the basic account settings and is divided into two parts:

Personal details – used to manage your settings and login credentials.

- Personal details – used to manage your settings and login credentials.

This section contains the settings relating to the company profile:

Company profile – basic information about your company profile. It also includes an audit (history) of all users' actions.

User management – an overview and management of the user accounts that have access to the company profile.

- Company profile – basic information about your company profile. It also includes an audit (history) of all users' actions.
- User management – an overview and management of the user accounts that have access to the company profile.

General settings

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Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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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

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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