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Audit Log

Enable MFA in your Trovata instance following these simple steps!

Multi-Factor Authentication (MFA) Guide

The Settings section of Trovata supports key backend workflows, such as General Instance Settings, User/User Groups/Connection Management, SSO, and the Audit Log

Settings Guide

Learn how to add new banks and accounts to Trovata, and ensure the accounts are appropriately setup for success.

Connections Guide

FAQs

Learn how to manage user access, permissions, and entitlements within the platform

Users, User Groups, and Entitlements Guide

David Taylor

Find answers to FAQs derived from the Settings page

Settings

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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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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.

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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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