TripLog

Getting Started Time

Articles for Getting Started with TripLog.  Setup and Basics

Getting Started

Getting Started Guide for Administrators (Web Dashboard)

Step-by-step guide for administrators to deactivate a terminated employee's account, handle pending approvals, preserve data, and avoid unexpected billing charges.

How to Offboard a Terminated Employee in TripLog

Mobile App User Onboarding

TripLog mobile app introduction for Teams or Enterprise Drivers

TripLog App Quick Guide - Mileage Tracking

Expense Feature Introduction for TripLog Mobile App Users

TripLog App Quick Guide - Expense

Time Tracking Driver Introduction for TripLog Mobile App Users

TripLog App Quick Guide - Time Tracking

Approval Limits

Admin: User Management

TripLog for Teams and Enterprise

An Admin Guide to Using TripLog Notifications

TripLog Notifications

How to approve items on the Web Dashboard - Admin Walkthrough

Admin Approval Walkthrough

Approval Workflow

TripLog Teams

How a user can Create, Submit and Review a Batch

Batch Approval - User Submission

Introduction to Batch Approval Management

Batch Approval Management

How to get setup with SSO for your TripLog Enterprise Account

Single Sign On (SSO)

TripLog Enterprise

Quick Start Guide for First Time Set up and Demo Video

Quick Getting Started Guide to TripLog

TripLog App Customization

TripLog Basic

TripLog for Individuals

Find answers and get help from Intercom Support and Community Experts

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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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