Blueprint

How to sign up for Blueprint after receiving a text message invitation.

Sign Up for Blueprint [Clients]

How to change your password anytime using the Blueprint Client Mobile App.

Reset your Blueprint Password [Clients]

The definitions and difference between an Assessment, a Check-In and Phone Sensor Data.

Overview: Assessments, Check-Ins, and Phone Sensor Data Overview [Clients]

How to set or change the schedule of your Check-In and Assessment reminders.

Adjust Your Blueprint Notification Settings [Clients]

Instructions for completing Check-ins and Assessments using the Blueprint Client Mobile App

Complete Check-ins and Assessments Using the Blueprint App [Clients]

Instructions for completing Assessments using an Internet Browser

Complete Assessments Using an Internet Browser [Clients]

Choose how you receive Blueprint Assessment and Check-in reminders -- text, email, push, or all three!

Manage Your Blueprint Notification Settings [Clients]

Consent to using Blueprint when signing up as a client.

Consenting to Use Blueprint [Clients]

For Clients

Back to Blueprint

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