Loctax

Learn how to accept your invitation, set up your account, and sign in to Loctax for the first time.

Accept your invitation and access Loctax for the first time

Learn how to use your Loctax homepage to see what needs your attention and find the work assigned to you.

Understand your homepage and find your assigned work

Learn how roles and entity access work in Loctax and what to check when you can't see or change something.

Understanding permission roles in Loctax

Learn how to choose which task notifications you receive and see what needs your attention.

Managing notification settings

Learn where to find answers in the Help Center and how to prepare a support request that can be acted on straight away.

Get help: the help center, the chat, and a clear support request

Yuliya Chakhovich

Accept your invitation, get to know your homepage and settings, and find help.

First steps

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Find answers and get help from Intercom Support and Community Experts

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Customer Portal.

Track the progress of all tickets related to your company.

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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.

Prototype answer unavailable

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