diio

How to activate or deactivate a validation

Invite a person to your diio account

How to edit a persons information

How to change a person's role (Executive, Leader, Coordinator, Admin)

How to deactivate a person without losing their conversations

How to reactivate a deactivated person

What does each administrative role do? (Principal, Teams, Billing, Settings)

What is a seat in diio and how many do you need?

How to purchase more seats

How to add or change your payment method

How to update your tax information (RUT, company name, address)

How to download your invoices

How to change the invoice recipient

How to upgrade your plan

What happens to your conversations, teams, and playbooks when you change plans?

What are Validations and what are they for?

What is the Company Glossary and when should you use it?

How to add a term to the Company Glossary

How to edit or delete a term from the Company Glossary

How to change billing frequency monthly ↔ annual

Administration and Billing

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Create your workspace and invite the people you work with.

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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.