Collective Shift

An explanation of one of the several features available to Insider and Pro members.

How Does a Multi-Year Membership Work?

How do I upgrade or downgrade my membership?

How do I change my card details?

How do I pay for an outstanding renewal?

I am a returning member. Can I resubscribe to a Legacy membership?

How do I cancel my membership?

How do I access my invoices?

Can't access your account? Here is how to reset your password

How to reset your password

This is how downgrading your membership works.

How does downgrading work?

This is how upgrading your membership works.

How does upgrading work?

What personal data is collected and how is it used?

Information on switching memberships during an active membership.

Can I still switch memberships during an active membership?

Can I switch off auto-renewal?

David Tran

Matt Willemsen

Billing & Accounts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

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.

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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.