Funnel

Manage your workspace, personal settings, subscription and data observation

Administration guide

Compare Editor, Viewer, and advanced roles in a Funnel workspace.

Workspace: User roles

Choose who receives notifications for data source and export errors.

Workspace: Notifications

Learn about your Funnel workspace settings.

Workspace settings

Find how Funnel keeps and permanently deletes data after you remove an item.

Data removal in Funnel

Connect your identity platform so that team members can sign in to Funnel without a password.

Single sign-on in Funnel

Compare Owner, Administrator, Member, and Guest permissions on a Funnel subscription.

Subscription: User roles and permissions

Change the weekday that Week and Week number dimensions use in a workspace.

Change the workspace week start

Invite a user to a Funnel workspace that you can access.

Invite a user to Funnel

Create a new workspace from the workspace switcher.

Create a Funnel workspace

Remove a Funnel workspace from the About page.

Remove a Funnel workspace

Rename a Funnel workspace from the About page.

Rename a Funnel workspace

Open the Billing page to view payment history and download invoices.

Access your invoices

Cancel your Funnel subscription from the Billing page.

Cancel your subscription

Configure the Funnel app in Okta for SAML single sign-on.

Set up Okta SSO

Migrate a Funnel Enterprise SSO connection that you set up before November 2024.

Migrate a legacy Enterprise SSO connection

Provision Funnel users and roles from your identity provider with SCIM.

User provisioning with SCIM

Set up Okta single sign-on with a custom OpenID Connect (OIDC) connection.

Set up Okta SSO with OIDC

Learn how to administrate your accounts, access invoices and more

Managing your Subscription

Find how Flexpoints measure usage and how they affect your subscription bill.

Flexpoints

Learn how Funnel uses Beta for new features that stay free until further notice.

Beta features in Funnel

Open the Funnel pricing page to compare plans and product prices.

View Funnel pricing

Learn more about our plans and pricing model

Pricing

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September release notes

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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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