Visible

This article will help with how to add a payment method to your account

How to add my credit card to my Visible account

Directions on how to reactivate your subscription

How to reactivate your account

This article will help with directions on how to upgrade your trial to Growth or Enterprise level features

How to upgrade your trial to a Growth or Enterprise plan

This article should help you to understand what features are available in your Lite plan

What is included in your investor provided Lite plan (Legacy) - No longer available

This article will share with you the features included in your investor provided Pro plan.

What is included in your Pro plan (Legacy) - No Longer Available

This article should help with how to set up an onboarding or support call

How to schedule an onboarding or support call

What happens after your trial ends?

How to update and provide your billing information.

Providing & Updating Credit Card Details

This article should help you to update the time zone of your company within Visible.

How to change your companies time zone

How to redeem a coupon code when selecting a plan.

How to redeem a discount code?

How to update your credit card, view past invoices, change your billing contact, and cancel your Visible account.

How do I update and view billing information?

How to redeem a partner or coupon code when selecting a plan

How do I redeem a partner code?

This article is to help you gain access to the account you were invited to when you have accidentally created a trial account.

Why do I not see the active account I was invited to?

Matt Preuss

Nick Kramer

Mike Preuss

Billing, Trial, and Customer Info

How to Edit Permissions for My Company's Users?

This article walks through the process of how to add more users to your Visible account.

How to invite more users to your company?

How do I change my account's primary email address? Changing your account's primary email address.

How do I change my account's primary email address?

What image size works best for company logo?

Learn how to set up and manage secondary emails in your Visible account.

How do secondary emails work?

Articles for sharing and distributing your data to your stakeholders.

Getting started with Sharing Data and Adding New Users

Troubleshooting for validating a custom domain.

DNS Not Validating

How do I export my metrics and data? Exporting all of your metrics and data points to .csv.

How do I export my Metrics and Data?

Steps to delete your company from Visible.

How do I delete my company?

How to pin/unpin items in your navigation How to keep your sidebar navigation organized with your most relevant items

How do I pin/unpin items in my navigation?

This article should help with disconnecting google from the profile of your settings.

How to disconnect Google sign in

Steps on how to set up Google sign in from your existing Visible account

How to set up Google sign in

Resource to help those who might be interested in an additional level of security with 2FA

How to enable 2-Step Verification within your Google workspace

This article will give you directions on how to reset your password

How to reset your password

This article should help you add someone to your account with view-only permission level

How to add a user to your company with View Only Permissions

How to unsubscribe from the weekly email digest

This article should help with how you can add a new investor request to your account so you can manage it in app

How to add an investor Request to your company account

This article will help you with how to contact your dedicated customer success manager

How to contact your dedicated CS manager

Are you a user on multiple companies? This article will help you quickly transition between them

How to switch between companies

How to set up and manage Two-Factor Authentication

Set up & Manage 2FA

This article walks through how to set up Visible's MCP server for a variety of AI applications.

How to set up Visible MCP server

This article walks through how to set up Visible's MCP server using ChatGPT.

How to set up Visible MCP server for ChatGPT

This article walks through how to set up Visible's MCP server using Claude

How to set up Visible MCP server for Claude

Company and User Settings

Application Status

Marketing Site

Investor Database

Find answers and get help from Intercom Support and Community Experts

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.