Estateably

Account Settings

You can update your password at any time from your profile settings.

Password management

Communication Preferences allow you to control how and when you receive notifications within Estateably.

Managing Communication Preferences

Set a default email signature and configure automatic CC preferences for emails sent from Estateably. This article explains how to access and update Email Configuration in your profile.

Configure your email settings

Reset your Estateably password using your organization's unique login URL. This article explains how to locate your login page and use the Forgot Password flow.

Recover your password

Your User Profile

Organization administrators can invite new users, edit existing profiles, deactivate users, and delete users from Estateably. This article covers each of those actions.

Create and manage users

Create teams in Estateably to organize users by office, jurisdiction, or location. This article explains when to use teams, how to create one, and how to manage existing teams.

Create and manage teams

Answers to common questions about managing users, roles, teams, and permissions in Estateably, including how to invite, edit, deactivate, and delete users.

User and team management FAQs

Inviting users, creating teams and invite status

Members and Teams

Assign a different role to a user to update their access level across the organization. This article explains how to find a user and change their role in the Admin…

Change a user's role

Administrators can customize which features and file actions each user role can access. This article explains how to view, edit, and save permissions for any role.

Manage roles and file permissions

Create custom roles or edit existing ones to control what each user can access within Estateably. This article explains how to manage permissions and describes the default role structures.

Manage user permissions

Set granular roles and permissions for your team

Roles and Permissions

This article explains how to manage and configure compensation fees in your account settings.

Managing Compensation Fees

Estateably allows organizations to configure a default fiduciary compensation using one of two calculation methods: By Account or By Tier.

Understanding Compensation Fee Types

Below are answers to common questions about managing and configuring compensation fees in Estateably.

Compensation Fee FAQs

Organization-Level Compensation Fee Structure

Saved Contacts stores frequently used professionals and service providers so they can be reused across files. This article covers how to access, add, filter, and manage saved contacts.

Manage saved contacts

Manage contacts available on all of your files

Saved Contacts

Task templates are groups of related tasks that can be reused across files. They help standardize workflows while still allowing flexibility based on the details of each file. Each template…

Managing task templates

Adding, editing and managing task templates in your settings

Managing Task Templates

How to change your organization's address, name, list of lawyers, or billing email.

Editing organization details

Organization Details

Organization Administrators can upload custom logos and choose how they display across the platform and on reports. This article explains how to access and configure theme preferences.

Manage theme preferences

Theme Preferences

Single sign-on setup and configuration

OneLogin SSO Configuration

Enabling Microsoft Entra ID SSO in Estateably

Microsoft Entra ID SSO Configuration

Okta SSO configuration

Set up and manage single sign on for your organization

Single Sign-On

Organization Admins can create, edit, disable, delete, and bulk import custom transaction categories to align transaction coding with internal accounting practices.

Manage custom transaction categories

Custom Categories

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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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.