Gold Silver Ledger

A triage walk-through for when the sign-in page isn't letting you back into Gold Silver Ledger. Most of the time it's one of four things — wrong email, wrong password,…

I can't sign in

What to try when the verification email isn't reaching your inbox after sign-up — check spam and promotions first, use the Resend button on the verification page, double-check the email…

I'm not receiving the verification email

What to do when the password reset link in your email no longer works — usually it has expired (links last about an hour) or was already used once. The…

My password reset link expired

What to do when self-service sign-in fixes haven't worked — usually because you've lost access to your sign-up email or hit an edge case. Covers what to send support, what…

I'm locked out of my account

Guide for logging in an accessing account

Sign-in & Access

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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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