Fluz

What is a Fluz business account?

Access levels, can view, can spend, can supervise, admin, permissions, shared card access, spend account access, cascade model

Understanding access levels on shared cards and accounts

Account switching, consumer account, business account, sub-users

Account switching

Incorporate your LLC with Fluz

Can I transfer balances between my Personal and Business Accounts?

Managing funding sources on the Power Portal

How to add/remove a funding source on the Power Portal?

How to set-up your business account, business resources, convert to a business account

Apply for a Fluz business account

Faith Grady

Access exclusive articles tailored for Business Account users.

Business accounts

Security

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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.

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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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