Changing your Company Logo

Creating a New Password for your Account

How to Set Up and Use Multi-Factor Authentication (MFA) in Ply

Learn how to reset your Ply password in a few simple steps.

Resetting Your Ply Password

Entering Your Company’s Business Information

Learn how to create and use widget presets to build custom dashboard views.

Web Dashboard | Widget Presets

Learn how to enable Dark Mode in the Ply web app.

Dark Mode

Find out how to personalize and configure your app.        

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Send Ply emails from your own company address instead of a Ply one.

Setting up a Custom Email Domain

Custom Domain

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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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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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