Ignition

A quick overview of General Settings, Branding, Taxes, and Team settings.

Settings Overview

How to add users, manage permissions, and edit existing users.

Adding and Editing Users

Learn how to configure your in-app & email notifications for client activity.

Notifications

Adding your headshot to your profile provides a better, more personalized experience for your clients.

Add Your Profile Picture To Personalize Your Proposals

Forgot Your Password?

Follow this step-by-step guide to update your Ignition account for firm rebranding or a change in ownership

Update Your Ignition Account After a Rebrand

Need to re-send the invitation email to your team member? Here's how.

Re-inviting a user in Ignition

Learn about how Ignition uses two-factor authentication to boost the security of your account.

Two-Factor Authentication (2FA)

Learn about Two-Factor Authentication and the reasons why this is compulsory for any Ignition and Xero connection.

Two-Factor Authentication (2FA) for Xero connected accounts

Embed your Accounting Association Logo In Your Contract Template

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Tom Maxwell

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General User Settings

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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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