elyvate

Invite people from the Members tabs, assign roles, invite in bulk, and manage pending invitations.

How to invite team members

Accounts deactivate after 90 days without login - what that means and how to reactivate.

User deactivation

Remove someone from a project or work package - who can do it and what happens to their measures.

How to remove a team member

How companies work in elyvate: domains, membership, and how new companies are set up.

Companies

All six roles from broadest to narrowest - what each can do, how they're assigned, and role limits.

Roles overview

How project access works: membership, invitations, Guests for external stakeholders, and revoking.

Managing access at project level

Log in with your Microsoft or Google work account - how SSO works and the step-by-step flow.

Log in with SSO

Moving an existing account onto SSO: what changes, what stays, and how the automatic linking works.

Switching to SSO

What SSO users manage in elyvate versus what their identity provider controls.

Change password and personal info as an SSO user

The standard login flow for non-SSO users, including MFA verification.

Log in with email and password

Reset your password from the login page in a few clicks - fully self-service.

Reset your password

Manage your profile, password and multi-factor authentication as a non-SSO user.

Update personal and account settings

The fast path back in: forgotten passwords, inactive accounts, missing invitations and SSO fixes.

Common login issues

Old credentials stopped working after the login upgrade - here's the two-minute fix.

Why are my old login credentials not working?

Which SSO providers elyvate supports today - and what to do if yours isn't on the list.

Can I use Google or another SSO provider?

Fast answers to the most common day-to-day questions, each linking to the full article.

Quick answers: common questions

Logins, roles, settings and quick fixes when something's not working.

Account, access and troubleshooting

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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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