Insightful

Understanding different payment methods for your Insightful subscription

What payment methods do you accept?

How to update Credit Card details on your Insightful account

Can I change my Credit Card in the future?

Switching from one Insightful price plan to another (e.g. Workforce Analytics to Workflow Optimization) and vice versa

Can I switch plans after I subscribe?

How to change the desired subscription period from monthly to annual

Can I switch from monthly billing to annual?

Learn when you can and when you can't have different Employees on different Price Plans.

Can I have different Price Plans for different Employees?

Learn about why the due amount on your invoice can differ from one billing cycle to another

Why is my due amount different in different months?

Learn about a scenario in which the charge for your next billing cycle reflects more employee licenses than you have at the very moment

Why was I charged for more Employee licenses than I have?

If your invoice payment is only a few days past your due date - there is nothing to worry about

What happens if my payment is a few days late?

Petar Jelaca

Tamara Filipovic Djordjevic

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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.

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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.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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