Soigné

How the interaction between private and company email works for managers and which is used for what.

Log in with the right email address as a manager

Trying to do something but getting a 403 error on a certain page? Make sure you have the right permissions

I got a 403 error

How to invite new managers, and how to give them the right permissions to make sure they can't change or see details they aren't supposed to see or change.

Managing access and permissions for managers

Most common issues why an employee can't log in.

When an employee can't log in to their Soigné app

This articles describes the difference between the employee app and the portal for manager and owners, why an owner that doesn't work on the floor doesn't have access to the…

I am the owner but can't login to the Soigné employee app

A manager I've invited forgot their email address. Here's where you can find it

Lucas Schakel

Information on how to log in, create accounts for managers and set permissions

Log in, permissions & accounts

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Create your workspace and invite the people you work with.

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

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