Simplesat

What the audit log records, and how to have it switched on for your workspace.

Audit logs

What each plan includes, how monthly responses are counted and reset, how to change plans, and how to see your current usage.

Billing & plans

How to cancel a subscription, move to a smaller plan, or delete a workspace and its data, and what changes in each case.

Cancellations and downgrades

Authenticate a sending domain with three CNAME records, send surveys from your own address, and check what happened to any email you sent.

Email domains & deliverability

What the free trial includes, and how to extend it or move onto a paid plan.

Free trials, limits and extensions

Where to find invoices, how to update your payment method, who can access billing, and how to send invoices to your finance team.

Invoices, payment methods and billing contacts

Choose which login methods your team can use, and connect your own identity provider for single sign-on and directory sync.

Login methods and single sign-on

Choose which feedback emails reach your inbox, set up weekly summaries, and route feedback notifications to a colleague or a shared inbox.

Notifications

How to transfer the Owner role to someone else, and how to recover ownership when the Owner has left your company.

Recovering account ownership

Turn on two-factor authentication for your own sign-in, save your recovery codes, and get back in if you lose your authenticator app.

Two-factor authentication

Who can sign in to your workspace, what each role is allowed to do, and how survey access decides what they see.

Users & permissions

What a workspace holds, how to switch between the ones you belong to, and how to set your workspace name, time zone and week start day.

Workspaces

API keys management

Account & Workspace

View our roadmap

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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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