Settle

Creating your account

How to edit notification settings

Learn how to add bills to your Settle account

Adding and importing bills

Adding a bank account

Managing team members in Settle

Assigning user roles

Create custom roles

Define who from your team needs to approve bills and payments, along with the approval criteria and thresholds themselves.

Creating and reviewing approval workflows

What is a beneficial owner and why does Settle need that information?

Subscription plans, usage billing & billing

How do I edit my business information?

What information is required to get started with Settle?

How to use multi business view

Resetting your password

Settle Email Notifications

Admin Approval Overrides

Gabriela Holguin

Aneesah Ahamed

Setting up your account

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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.

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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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