Small Improvements

Feature Selection

Custom Wording and Design

Email Notification Templates

Usage Reports

Optional and On-Demand Features

How to check the Mail Log to investigate undelivered emails

Troubleshooting Email Notifications

How to add content to the Helpful Resources menu

Customizing the Helpful Resources Sidebar

How to add important admin events to an external calendar

Sync Deadlines to a Calendar

System Requirements

Cycle Admins

Exports

Account Administration

Small Improvements IT and Security information

Data Protection and Information Security

Small Improvements and GDPR

2-Step Verification

Security

Learn how to add users and update your license count on an annual plan. Follow our step-by-step guide to manage your subscription and avoid service interruptions

Updating your annual subscription

Learn how to start a paid subscription, manage license seats, and update your billing details in your Small Improvements account.

Starting and Managing your Subscription

Legacy pricing overview for our customers on older plans

Billing: Legacy pricing (Pre 2015, 2015, 2017, and 2020)

Subscription

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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.

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.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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