Fieldsity

Your logo, name, industry, and time zone — what clients see on documents.

Update your company profile

Your name and photo — how teammates recognize you.

Update your personal profile

Choose which alerts you get; they sync across devices.

Manage your notifications

Switch between light and dark mode from the top bar.

Change the app's appearance

Connect tools and turn on features from the Add-ons store.

What integrations does Fieldsity support?

Bring clients and history over with help from our team.

Import data from another platform

Change your email, reset your password, or close your account.

Manage your security settings

Update company and personal profiles, notifications, integrations, and security.

Settings and Configuration

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Volume, creators and topics for your company.

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Customer Portal.

Track the progress of all tickets related to your company.

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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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