Triploft Inc

Manage your account details, security preferences, and email signature settings used throughout TripLoft.

Personal Settings

How TripLoft's host, agency, and agent roles work, what each can do, and how Team Mode and the permission grid control who sees which data.

Roles & Permissions

How host owners and admins invite one person at a time: choosing the entity and role, what the invitee receives, and resending a pending invite.

Invite Team Members

How host owners and admins invite many people at once by uploading a file: the columns, validation statuses and fixes, and the simpler agency-level bulk invite.

Bulk Invite Team Members

Configure your agency's business information, branding assets, and client-facing appearance across TripLoft.

Business Settings

Create, manage, preview, and publish your agency's Terms & Conditions that clients can review and accept.

Waivers and Agreements

Katie Brian

Shane

List of articles to help you set your account the right way

Settings and Admin

Book 1:1

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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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