fynk provides a set of account-wide settings to help you customize and manage your account. In this article you will find explanations and best practices using these account settings to further improve your efficiency using fynk.

First of all - only users with the roles "Owner" and "Admin" are permitted to access the account settings section in fynk.

While "Owner" is a role that lets you manage and access everything in your fynk account, the "Admin" role can be set up to be more of an administrative user, letting you manage settings and integrations as well as content.

You can access the account settings from anywhere in fynk using the sidebar on the left.

The "General" section includes some basic configuration, such as the account name or account language.

The account name is visible in notifications sent by the system. It is not referenced in documents. You can define the legal entities being referenced in documents in the "My parties" settings.

The external language is used for external users, as well as sent out emails and notifications.

Two-factor authentication lets you secure your fynk account, significantly enhancing account security by introducing a second authentication step via authentication apps like MS Authenticator or Google Authenticator. Enabling two-factor authentication for an account will force every user to set it up at the next login.
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Upon logging in with 2FA you can choose to activate a checkbox to remember the used device for 30 days, meaning that for the next thirty days the additional 2FA code will not be asked for on the used device for this user.

(This behavior depends on a set cookie, so if you used incognito mode, cleared cookies or used a different browser, fynk will still ask for the 2FA code.)

In the Users section of the account settings, you can see a list of all users in your fynk account as well as their information like name, role or teams.

Clicking on the [Cog] symbol in the top-right corner of the user list will open a menu that allows you to customize the visible columns of the list.

On the bottom of the list, you can browse the pages and manage how many users should be displayed per page. This can help if you have a larger number of users and are looking for a specific one.

Users can be invited by clicking the [Person+] button to the right above the list. A menu will be opened, showing fields that are used to invite a new user.

Enter the email address of the user you want to invite.

Enter the role the new user should be assigned. For more information regarding roles, see our article "User roles in fynk".

Enter the teams the new user should be part of. You can find more information on teams in the "Teams" section of this article.

After filling the necessary information, just hit the [Invite] button in the lower-right corner of the invite form. An email will be triggered, allowing the new user to register with your fynk account, asking the new user for a name and new user password in the process.

Invitations are valid for 14 days after creation. As long as the invitation has not been accepted, it will be visible below the "Invite user" form in the "Sent invitations" list. Here you can res-send or cancel the invitation (this will invalidate the invite link the new user received) and see the role, teams, email as well as creation and expiration date of the invitation.

When clicking on a certain user in the list, a detail view will be opened. It will show you the user's name, roll, teams, joined date and avatar.

If you have the "Owner" role, you will additionally see the user's data update history and the documents the user is involved with.

Clicking on the [Pencil] button in the user detail view or on the [...] button on the right side of a respective user in the list and then selecting [Edit] will show a form that enables you to edit the user's data. Note that changes need to be applied using the [Save] button in the lower-right corner of the form.

You can also remove users from your fynk account. This can be done by either clicking on the [Bin] button in the user detail view or on the [...] button on the right side of a respective user in the list and then selecting [Remove]. This action cannot be reversed.

Teams are used to quickly assign a set of involved users to documents. A user can be member of various teams.

Clicking on the [Cog] symbol in the top-right corner of the team list will open a menu that allows you to customize the visible columns of the list.

On the bottom of the list, you can browse the pages and manage how many teams should be displayed per page. This can help if you have a larger number of teams and are looking for a specific one.

When clicking on a certain team in the list, a detail view will be opened. It will show you the team's name, created date and information about the documents the team is involved with (as long as you are "Owner" or are involved with the document yourself).

Teams can be created by clicking the [+] button to the right above the list. A menu will be opened, asking you to provide a team name and add members. After that, you can create the team using the [Create] button in the lower-right corner of the form.

Clicking on the [Pencil] button in the team detail view or on the [...] button on the right side of a respective team in the list and then selecting [Edit] will show a form that enables you to edit the team's data and assign/remove members to/from the team. Note that changes need to be applied using the [Save] button in the lower-right corner of the form.

You can also remove teams from your fynk account. This can be done by either clicking on the [Bin] button in the team detail view or on the [...] button on the right side of a respective team in the list and then selecting [Remove]. This action cannot be reversed.

Parties represent businesses or natural personas that can quickly be added to documents. They should be created/used whenever you know there's a party that will be assigned to various new documents in the future.

Clicking on the [Cog] symbol in the top-right corner of the party list will open a menu that allows you to customize the visible columns of the list.

On the bottom of the list, you can browse the pages and manage how many teams should be displayed per page. This can help if you have a larger number of teams and are looking for a specific one.

When clicking on a certain party in the list, a detail view will be opened. It will show you the party's name, created date and address.

Parties can be created by clicking the [+] button to the right above the list. A menu will be opened, asking you to provide a team name and add members. After that, you can create the team using the [Create] button in the lower-right corner of the form.

Clicking on the [Pencil] button in the team detail view or on the [...] button on the right side of a respective party in the list and then selecting [Edit] will show a form that enables you to edit the party's data. Note that changes need to be applied using the [Save] button in the lower-right corner of the form.

You can also remove parties from your fynk account. This can be done by either clicking on the [Bin] button in the team detail view or on the [...] button on the right side of a respective party in the list and then selecting [Remove]. This action cannot be reversed.

In fynk, metadata serve the purpose of making crucial document details such as dates, financial figures, or contract clauses easily accessible and storing them in a structured way. These details are easily managed within account settings by users with the right permissions, all found in the "Metadata" section. Here's how to add, edit, and use metadata to streamline your document management processes.

The management of metadata in fynk is a tad more complex than most of the other settings, that's why we created a separate help article, which you can find here.

In fynk, contract types are used to classify documents for ai analysis. It is beneficiary for speed and quality of metadata extraction to only keep the contract types that will actually be used.

Clicking on the [three lines with arrow] button on the right side of the search bar above the contract type list will change the alphabetical sorting mode of the list from ascending to descending and vice-versa.

You can remove contract types from your account by clicking the [...] button on the right side of the respective contract type list item and selecting "Remove". Don't worry, this can easily be reversed at any time.

Already removed contract types can be added by clicking the [+] button to the right above the list. A menu will be opened, where you can search for the respective contract type. Simply add the contract type to your account again by clicking the [+Add] button next to the respective list item.

The brand identity section lets you customize, how your emails and the external document access workflow look like.

Tags help you keep your documents organized. It is a simple textual attribute that can be added to any document without further implications.

The tag list is ordered alphabetically (ascending). On the bottom of the list, you can browse the pages and manage how many tags should be displayed per page. This can help if you have a larger number of tags and are looking for a specific one.

tags can be created by clicking the [+] button to the right above the list. A menu will be opened, asking you to provide a tag name and color. After that, you can create the tag using the [Create] button in the lower-right corner of the form.

Clicking on a tag in the list or on the [...] button on the right side of a respective tag and then selecting [Edit] will show a form that enables you to edit the tag. Note that changes need to be applied using the [Save] button in the lower-right corner of the form.

You can also remove tags from your fynk account. This can be done by clicking on the the [...] button on the right side of a respective tag in the list and then selecting [Remove]. This action will remove the tag from all documents and cannot be reversed.

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