Catacloud Servicedesk

An overview of the user settings in Catacloud: profile, language and display, notifications, bank accounts and password – and where to invite colleagues.

User settings: what can you change?

Explains what you find in the dropdown menu at the top right: client list with notification counts, New company, Profile, Settings and Sign out.

The user menu – switching clients and understanding notification counts

Changing your phone? Here's how to move your 2FA code to the new phone (Google and Microsoft Authenticator, Android and iPhone) - or have us reset 2FA for you.

Changing phone: move or reset 2FA

Changing the account email (username) and phone number is done by us. Here's how to request it, and why the request must come from the registered email.

Change the email address or phone number on the account

If you've entered the wrong password three times, your user is temporarily locked. Here we explain what happens and what you should do.

The user is locked after too many login attempts

Florence C.L.H. Kröger-Smedmann

Manage your user account - settings, e-ail and phone number, 2FA, and unlocking a blocked user.

Users

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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.

{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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