WISP Builder

Change Company Name

Update to Staff Titles

Changes to Signatories After a WISP is Active

Change Account Password

Making Changes to a WISP After it is Active

What happens after I complete my WISP?

What if I need to cancel my subscription?

Review and update your WISP annually or whenever there is a significant change to your business that could affect information security.

WISP Review & Update Process

Learn why WISP Builder user invitations expire after 30 days, what happens to expired invites, and how to resend or re-invite a team member.

User Invitations Expire After 30 Days

WISP Builder Help

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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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