Method

A look at your user preferences for all users.

Your User Profile

An overview of account setting preferences for non-admin users.

Your Account Settings

How to set up 2FA when logging into Method.

Set up two-factor authentication for your Method login

To help you learn Method, let's create a lead.

Onboarding - Create a Lead

To help you learn Method, let's look at App Ribbons

Onboarding - Explore the App Ribbons

To help you learn Method, let's create an activity.

Onboarding - Create an Activity

To help you learn Method, let's create an Estimate for those on QuickBooks Online

Onboarding - Create an Estimate (QuickBooks Online)

To help you learn Method, let's create an Estimate for those on QuickBooks Desktop

Onboarding - Create an Estimate (QuickBooks Desktop)

To help you learn Method, let's create an Opportunity.

Onboarding - Create an Opportunity

Articles to read for new users in Method.

Articles for New Users

Customization Services

Terms of Service

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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.

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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