Claimable

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Settings and Customisation

How to edit your user profile, change your email and password.

Your Profile

Personalise how Claimable functions to suit your way of working.

Profile Preferences

Choose which notifications you would like to receive.

Notifications

Tips and tricks on how to create a super safe, secure password and remember it!

Password Guidelines

Your Preferences

Configure your Claimable account by adjusting its settings.

Account Settings

Setup folders to organise your uploaded documents for claims, contacts and companies.

Document Folders

How to limit your team's access to claims to ensure the correct data segregation

Limiting Claim Access

Account Configuration

Discover how to manage users in your Claimable account.

Users

Manage which users can access your account, invite new users, deactivate users and monitor usage.

User Access

How to upgrade your trial account and start using Claimable to manage your claims.

Activating Your Free Trial Account

Billing & Pricing

Billing

How it Works

Get a Free Trial

Pricing

About Us

Blog

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.