Snappy

Managing Your Account

Adding recipients to your Snappy dashboard/campaigns.

How to Upload Gift Recipients

Periodically update your roster to ensure active employee records and stop automated milestone gifts for terminated staff.

How to Update Your Recipient List

Use this guide to add the country codes needed for your gift send

Recipient Country Codes 🌎

Managing Gift Recipients

Understand Owner vs. Manager permissions and learn how to invite users, edit access, and reset 2FA settings.

Invite & Manage New Users

Manager Notifications

Learn how Two-Factor Authentication (2FA) protects your organization and how to complete user setup.

What is 2FA (Two-Factor Authentication)?

Learn how real-time thank-you alerts work, update your email preferences, and view recipient notes in your dashboard.

How to Manage Thank-You Note Notifications

Dashboard User Management

How to Make Changes to Your Snappy Dashboard Settings

Managing Account Settings

Configure global brand identity, set up sub-accounts for individual teams, and establish default campaign settings to ensure consistency across your organization.

Managing Company Settings

Company Settings

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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