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Learn how to edit your card account company profile details.

Edit your card account company profile

Learn how to view your funding details to top up your account's Issuing Balance.

Top up your issuing balance

Learn how to create a payout from your Issuing Balance to withdraw funds.

Create a payout from your issuing balance

Learn how to manage your low balance alert threshold to ensure you receive an email alert to top up the Issuing Balance.

Manage your low balance alert threshold

Learn more about the types of acceptable Verification ID.

Verification ID

Learn how to view a log of fund transfers for your account's Issuing Balance.

View fund transfers

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Manage your Financial Accounts for Card Issuing and Outbound Payments.

Financial Accounts

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Create your workspace and invite the people you work with.

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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.

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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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