Triploft Inc

Katie Brian

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

Settings and Admin

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

Personal Settings

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

Business Settings

Set your agency-wide payment authorization terms, and create custom T&Cs you can keep private or share with your agency.

Waivers and Agreements

Rename, reorder, and add trip statuses, and know what changes for your automations and workflows when you do.

Customize Trip Statuses

Personal Settings, Business Settings, Waivers and Agreements, Customize Trip Statuses

Account & Business Settings

How TripLoft's Parent Agency and Sub-Agency hierarchy works, what each role can do, and how Team Mode and the permission grid control who sees which data.

Roles & Permissions

How Parent Agency 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 Parent Agency owners and admins invite many people at once by uploading a file: the columns, validation statuses and fixes, and the Sub-Agency bulk invite.

Bulk Invite Team Members

Suspending a Sub-Agency takes two steps: deactivate its members first, then suspend the agency. Here's what changes and how to reverse it.

Suspend a Sub-Agency

Hand off Parent Agency or Sub-Agency ownership to another admin using a type-to-confirm transfer, and know who can do it.

Transfer Agency Ownership

Roles & Permissions, Invite Team Members, Bulk Invite Team Members, Suspend an Agency, Transfer Ownership

Agency Administration

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.