Optix

As an admin, learn the differences between a Plan Template, a Plan, and a Pass

What’s the difference between a Plan Template, a Plan and a Pass?

As an admin, learn what Plans are and how they will benefit your organization in Optix

What is a Plan?

As an admin, learn about the concept of Allowance

What is Allowance?

As an admin, learn about the four different types of Allowance items you can add to your Plan Templates, Plans, and Passes.

What are the types of Allowance items that I can add to a Plan Template or Plan?

As an admin, learn how to change the invoice cycle of your Users' plans.

How do I charge my Users weekly or bi-weekly, rather than monthly?

As an admin, learn how to edit or remove a pass that's been added to a user/team account

How do I edit or remove a pass that's been added to a user/team account?

Sarah L.

Raul Zhou

About Allowance, Plans & Passes

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.

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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