Loctax

Yuliya Chakhovich

Learn how to invite users, choose roles, manage access and help colleagues who can't see or reach what they need.

Managing users and access

Learn how to invite a colleague to Loctax and give them the right role and access.

Invite a new internal user

Learn how to give an external adviser access to only the work they need.

Give an external adviser access to the relevant work

Learn how to compare the roles in Loctax and what each permission setting means.

Choose a role and understand its permissions

Learn how to check whether a new user has accepted their invitation and help them get started.

Check an outstanding invitation and help a user get started

Invite colleagues and external advisers with the right role.

Inviting people

Learn how to review a user's access and change it when their responsibilities change.

Review and change a user's access

Learn how to find out why a user can't see an entity or edit a record, and how to fix it.

Find out why a user can't see an entity or edit a record

Learn what to do when you can't sign in to Loctax, from resetting your password to two-factor authentication issues.

Regain access when you can't sign in

Learn how to offboard a colleague and make sure none of their work is left behind.

Offboard a colleague and check that their work has been reassigned

Change access, fix missing access, sign-in problems and offboarding.

Managing access

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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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