GreenSlate

Getting Started: Payroll and Accounting

GreenSlate Tips for Success

Welcome to our guide on how to change your email address in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Change Your Email Address

Users can enable and manage email notifications they would like to receive. Email notifications can be set up globally (across all projects), by project, or a combination of both. The…

How to: Change your Email Notification Settings

Welcome to our guide on how to create your password in GreenSlate.

How to: Create Your Password

With the GreenSlate app for your smart device, you may utilize Touch ID or Face Recognition as a means to log in quickly and easily.

How To: Enable Touch ID or Face Recognition

Welcome to our guide on how to Log In using the Multi-Factor Authentication feature in GreenSlate.

How to: Log In Using Multi-Factor Authentication

Take advantage of our keyboard shortcuts so you can breeze through our app seamlessly.

How to: Use Keyboard Shortcuts

With Chrome and GreenSlate, you may translate our web app to any language available with Google Translate.

How to: Use Google Translate with GreenSlate

Search the menu or collapse menu categories to stay organized. Pin most frequently used menu items for easy access.

How To: Use the Left Navigation

How to contact GreenSlate Support, and our support hours

Whom can I contact for support?

Learn how to manage tax incentives and review approval flows.

Global

Common setup and workflow tips to ensure your project is a success.

Getting Started: Approval Flows

GreenSlate Approval Flow Onboarding Templates

View approval flow steps, roles, and users who have access to each document in your project.

How to: Approval Flow Steps Grid

Learn how to use the approval flow steps grid

Approval Flow Steps Grid

Release Notes

Deployment v104.0 - 05/04/2026

Deployment v105.0 - 06/22/2026

2026

Deployment v100.0 - 03/21/2025

Deployment v101.0 - 06/20/2025

Deployment v102.0 - 10/03/2025

Deployment v103.0 - 12/22/2025

2025

Deployment v99.0 - 12/20/2024

Deployment v98.0 - 09/17/2024

Deployment v97.0 - 06/07/2024

Deployment v96.0 - 03/05/2024

2024

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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.

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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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