Cloud Assess

How to accept your invitation to the system and confirm your account

Confirm your Account

How to login using your email address and password

Sign In with Email & Password

Andrew Baker

Josh Hooper

Jake Main

How to accept your invitation, login and manage your account

Managing your Account

Sign in using Google

How to login using your Microsoft account

Sign in using Microsoft

How to login using a Magic Link that is sent to your email account

Sign in using a Magic Link

Alternative Sign In Methods

If you have forgotten your password and want to reset it, follow these simple steps

Resetting your Password

If you know your current password but want to change it, follow these simple steps

Changing your Password

Password Requirements

Using Two Factor Authentication (2FA) to add an extra layer of security to your account

Using Two Factor Authentication

Security

How to change your email address when logged into your account

Changing your Email Address

Updating your Profile

If you aren't receiving any emails from the system (e.g. invitation or password reset emails), here are a few things to check

I'm not receiving emails

What to do if your invitation email does not work

Invitation has expired or is invalid

I can't sign in to my account

What to do if your password reset link does not work

Reset password link has expired or is invalid

What to do when your account is locked after multiple failed sign in attempts

My Account is locked

If your browser or password manager is auto-filling your password field, it might be using your old password

Browser or Password Manager is remembering your old password

What to do if you get this message when you sign in

"You don't have access to any training organisations."

I've forgotten my password and I don't have access to my email account anymore

What to do if you have lost your Google Authenticator App (or equivalent) that you used for Two Factor Authentication (2FA)

I don't have my Two Factor Authentication App anymore

What to do when prompted to renew your password

Your password has expired

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

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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.

{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.

Prototype answer unavailable

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