Trio

Learn more about company info in Trio settings.

Company Info

Learn how to manage the location settings on your panel.

Location

learn how to modify security settings in your organization.

Security

Learn how to manage the notifications settings on Trio.

Notifications

Learn more about setting up alerts in Trio

Alerts Settings

Email settings in Trio

Custom SMTP: Your logo, your domain, and your mail server for all Trio alerts.

SMTP Configuration

Settings

Admins

Add New Admin

Access Levels

Learn more about adding a new role in Trio.

Add New Access Levels

Access

Learn more about file management in Trio.

Understanding File Management in Trio

Uploading a file in Trio

File Management

Learn more about Billing info in Trio settings.

Billing

Payment methods

Billing status

Billing 

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Trio 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.