Jetpack Workflow

Add, Edit, & Remove Firm Members

Learn about the different user permissions in Jetpack

Permissions Overview

You have the flexibility to adjust the number of seats in your account as your team grows or changes to meet your business needs.

Add or Remove User Seats

Managing Your Plan

Pricing Structure & Information

This article will walk you through how to link your account to your Google or Microsoft account for one click easy login.

Account Linking

Has your company set up SSO with Jetpack Workflow? This article will show you how to log in using those credentials.

Signing in Using Single Sign-On (or SSO)

Is Jetpack Workflow not the right fit at this time?

Canceling Your Trial or Plan

Jetpack Workflow Support Team

Beatty W

Account Management

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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.

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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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