Retraced

Getting Started

Recently became a Retraced partner or received a request from a network partner to join? Here's how to go about logging in to your account.

Login to your account

Didn't get the welcome or login code email. The verification link doesn't work. What should I do?

Troubleshooting login issues

Are you no longer with your assigned company or responsible for retraced related tasks? Find out how to delete your profile in this article.

User profile deletion

Select another platform language according to your preference.

Change your language settings

Explore the capabilities and configuration options of our SSO feature for faster and smoother platform login.

Single Sign On (SSO) Feature

Your own profile

A step-by-step guide to begin filling in company profiles in Retraced

Set up and edit profiles

Fill out your client's questionnaires to automatically update your company profile.

Profile edition through Questionnaires

Find out how to switch between different company profiles that you are requested to manage.

Managing multiple company profiles

Inviting new users

Updating the facility process

Company Profiles

Learn how to (de)activate real-time or daily notifications for your user profile settings.

Notifications settings

Learn which activities you (can) get notified about and how.

Notification Types

Notifications

You might have questions, face problems on the platform and need instant support, or just would like to share some feedback with us.

Getting support quickly

Need help?

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

Insights

Top creators

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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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.

Prototype answer unavailable

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

Reading along with you

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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