Lightfolio

Your default base currency is located in your Lightfolio account settings.

How Do I Change My Currency?

Learn how to change your default time zone in your Lightfolio account settings.

How Do I Change My Time Zone?

Connect your Yahoo Account by creating an app password.

Connect Your Yahoo Email Account

Connect your personal email account to Lightfolio for easy communication with your clients.

Connecting Your Email Account

In order to remove Lightfolio Branding, you must have, or upgrade to, a subscription that supports it.

How To Remove Lightfolio Branding

Learn how to update your business details such as your business website, name, logo, address, or phone number.

How Do I Change My Business Information or Contact Details?

Follow these steps to learn how to update your account’s login details, such as your password or email address.

How Do I Change My Email or Password For My Account?

Lightfolio's web app automatically resizes to your device's screen through your internet browser app.

How to Use the Lightfolio App on Mobile Devices

Learn about using two-factor authorization and authenticator apps.

Getting Started With Two-Factor Authorization

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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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