Managemate

Manage a user's contact information, role or permissions. Deactivate user accounts when personnel change.

How to Edit or Deactivate a User Account in Managemate

Update your display name, title, and phone number in your user profile so other users know how to refer to you and reach you.

How to change your user profile details

Adding new users ensures they can access and manage the condominium’s account effectively.

How to Add New Manager or Board Director as User in Managemate

User profile pictures are used across Managemate to identify records you create or interact with and activities that are assigned to you.

How to change your user profile picture

Existing users can reset their password in Managemate. New users can also use our reset password method to set their password the first time they try to access Managemate.

How to reset your password

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Learn how to adjust your user account and settings here.

User and Account Settings

Create a custom design with text, images, and links

Login to 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.

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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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