XBert

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How To: Get Lost or Forgotten Passwords

Where can I get the latest XBert news and contact you?

Where can I find your Privacy Policy and Terms and Conditions?

I’m not in Australia nor South Africa, can I use XBert?

Potential causes and fixes for common issues.

Troubleshooting for Common XBert Issues

Troubleshooting for all browsers and fixes specifically for Mozilla Firefox.

Troubleshooting for XBert Browser Extension Issues

Frequently asked questions surrounding the deletion of client files on certain plans.

Client and User Deletion FAQs

How to set your connect portal time zone uniform throughout all users.

How To: Update the Timezone on Connect Portal

Understand how sign-in methods work in XBert

Can I log into XBert using different sign-in methods?

Aaron Wittman

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XBert FAQs

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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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