Alvys

Creating user accounts, signing in, resetting passwords, and switching organizations.

Adding New Users & Signing In

A first-week path for new Alvys customers.

Start here

The order to set up users, roles, offices, fleets, and permissions before creating loads.

Admin setup

Browser fixes for login problems, pages not loading, and slow performance.

How to Clear Cache, Cookies, and Troubleshoot Common Issues

Ways to reach Alvys Support and how to check for outages first.

How to Contact Alvys Support

Finding metrics, attributes, and saved charts in the Custom Reports catalogs.

How to navigate the catalogs

Managing your personal settings, notifications, locale, and tenant access.

My Profile in Alvys

Short videos of core Alvys workflows, each paired with a written guide.

Product Walkthroughs

Saving and sharing grid layouts with your columns, filters, and sorting.

Saved Views

Fixes for PDFs with garbled text, bad formatting, or blank pages.

Troubleshooting PDF Display Issues in Alvys

Set up MFA, add a backup method, and get back in if you're locked out.

How to Set Up Multi-Factor Authentication (MFA) in Alvys

Alvys Admin

New to Alvys? Set up your account, find your way around, and get help when you need it.

Getting Started

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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.

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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.

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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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.