Testimonial

Damon Chen

Daniel Pinzon

Account

Link an email and password from Settings → Sign-in Methods.

How to change your account email

Change your password from Settings → Sign-in Methods.

How to change your password

Link a Gmail account from Settings → Sign-in Methods.

Linking your Gmail account

Choose who is emailed when a testimonial is received, submitted, or published.

Notification Settings

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Use Two-Factor Authentication to protect your account.

SSO is available on a custom Enterprise plan. Message us in the chat widget to request it for your company identity provider.

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Edit the default thank-you email after a new testimonial. Available to the account owner on Ultimate and Ultimate+.

Email content for the new testimonial

Everything related to your account from resetting your password down to notifications you are receiving

Profile Settings

Invite account-level teammates on Ultimate (up to 5) or Ultimate+ (unlimited). Extra Staff/Admin seats are $10 per seat per month; extra space seats are $5 per seat per month.

Inviting a Team Member to Your Account

Transfer account ownership to an existing team member from Settings → Team Members.

Transfer account ownership to a team member

Invite someone to one space on Ultimate (up to 3) or Ultimate+ (unlimited). Extra space seats are $5 per seat per month (billed monthly).

Inviting Team Members to a Specific Space

Remove an account-level or space-level teammate. Only admins can do this.

Removing a Team Member

Inviting team members to join your Testimonial.to account is a seamless process. Whether you're bringing in a new colleague or inviting a client to collaborate, this guide will walk you through every step.

Inviting Your Staff or Team Member

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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.

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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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