Papertrail

How to switch between accounts on your subscription.

🧭 How to Navigate between Accounts

Not all Papertrail features are switched on by default — some need to be enabled for your account first. Here's what to look out for and how to check.

How to activate new features and functionality

Michael Butler

Vicki

Andy Binns

For issues with logins, users and upgrades

Accounts and Subscriptions

How to reset your password

How to change your password in Papertrail

How to change your login email address

Log in and password

Learn how to upload a profile picture to ensure your identity is visible to your team across all account activities.

👤 Personalising Your User Profile Avatar

How to upload a signature to your profile

See recent changes to the state of records and updates to Papertrail

Notifications in your Papertrail account

Disable email notifications from your Papertrail account

How to unsubscribe from email notifications

Charlotte Ingram

Profile settings

How to add a user to your Papertrail account

Suspend a user from your Papertrail account

How to remove a user from your Papertrail account

User permission settings explained

Users and permission settings

How to view your Subscription details

How to view all your accounts and subscriptions in one place

Card View

Personalise your account and professionalise your inspection certificates by adding your company’s branding and contact information.

🖼️ 📍 Customising Your Account: Logo & Address

Add a standard, demo or cloned account to your subscription

How to add a new account to your Papertrail subscription

Deactivate an account that is no longer needed or created in error

How to delete a Papertrail account

When will I be billed?

You can't add another record or user because your Papertrail subscription has hit its limit

How to increase your record or user allowances

How can I upgrade my subscription?

Why does the time I enter change by up to 24 hours?

🕒 🗓️ How to change the time and date settings

Information on how to cancel your subscription, including notice period requirements and essential guidance on exporting your data.

🛑 How to cancel your Papertrail subscription

Accounts and subscriptions

Want to see Papertrail in action? Book a personal demonstration

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.

{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.

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