Walk through the options on the Settings page of your A2X account

A2X Settings

Walk through the sales grouping and tracking options

Overview of Settings > Sales Grouping and Tracking section in A2X

The overview and setup of the Cost of Goods Sold feature

Overview of Settings > Cost of Goods Sold section in A2X

Steps on how to invite or delete users and how to switch admin rights in A2X - video and article tutorial

Overview of the Settings > Users section in A2X

Lana Kohut

Jana Kohut

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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.

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A quick lap of the product so you know where everything lives.

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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.

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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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