Kolo

What Pending, Active, Rejected, Blocked, and Closed mean for your organization, and what to do next.

Organization Status and Access

Change the company name or logo shown in Kolo, and where to update other organization and cardholder information.

Update Your Organization’s Details

Move between the organizations your Kolo login belongs to, and what to check if one is missing.

Switch Between Organizations

Leave an organization you no longer need access to, and what to arrange with your team first.

Leave an Organization

How the Owner permanently closes an organization, the conditions to meet first, and which records to keep.

Close an Organization

Update your organization, check its status, and manage your membership.

Organization Settings

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Status

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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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