Plane

How do I add extra security to my contractor or vendor account?

How to enable Two-Factor Authentication (2FA)

How to sign my consulting agreement as a contractor

Is it possible to change the email address on my account?

How do I change my email address?

Can you use Plane for more than one company or account?

How to navigate between multiple Plane profiles

Can I Get Paid through Plane Without a Registered Business?

Submit and manage time-off requests in Plane.

How to request time off

When can I sign my contract?

Learn how intermediary banks are handled when receiving international transfers.

Where should I add intermediary bank information?

How do I add the details of my payment method to Plane?

How do I add my account information?

Can I disable or delete a bank account/payment method?

How to add or update a payment method

How do I start my onboarding as a contractor?

How to set up your contractor account on Plane

I can't continue my onboarding or save details because I can't see a continue or save option.

Unable to click “Save” or “Continue” during onboarding

Account setup

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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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