Opteo

Learn how to upgrade or downgrade your Opteo plan from the Billing Centre.

Change your plan

Learn how to update the payment card used for your Opteo subscription.

Update your payment method

Find out how Opteo calculates plan usage, and what to do if you exceed your limits.

Understanding Opteo plan limits

Learn how to view past invoices, update invoice details, and download PDF copies for your records.

Downloading and editing invoices in Opteo

Learn how to cancel your Opteo subscription and what happens after cancellation.

Cancel your subscription

Learn how to apply a discount code to your Opteo subscription.

Apply a discount code

How to update your payment details, manage your subscription, and access invoices.

Billing & Subscriptions

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Create your workspace and invite the people you work with.

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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