Adfin

Angus Tylee

Adithya Kunigiri

Chris Carty

Company details, branding, team, security and notifications.

Managing your account

How do I update my email address in Adfin?

Multi-Factor Authentication (MFA) helps keep your account secure by requiring a one-time code from an authenticator app when you log in, in addition to your password.

Multi-Factor Authentication (MFA)

If you’ve forgotten your Adfin password or are having trouble signing in, follow the steps below to quickly reset it and regain access to your account.

🔐 How to reset your Adfin password

Multi-Factor Authentication, reset your password, update your email address

Your profile and login

Learn how to add team members, assign roles and manage user access on your Adfin account.

Manage your team and accounts on Adfin

Hold several Adfin businesses under one login and switch between them in a couple of clicks using God Mode

Managing multiple businesses from one login

Your team

How do I raise a complaint?

Account closure is handled by our support team. Here's how to request it and what happens next.

How to close your Adfin account

Billing

Billing and complaints

How data is hosted and processed in Adfin

Why we sometimes re-run verification checks on your business, what you'll see in your console, and what happens if a check isn't completed in time.

Why am I being asked to verify my account again?

Security at Adfin

What to expect when your card is saved for future payments – including how we keep your card details secure, how the card will be used, and how to update…

How card-on-file payments work

Updating your privacy policy to include Adfin, and our own terms and privacy policies.

Security & data

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.