IQM Corporation

Uncover key Organization Profile concepts, including the elements you can locate and manage there.

Organization Profile overview

Add company details and manage white-label, invoice, margin, and feature settings.

Manage an Organization Profile

Invite users to your Organization’s Workspace and manage their app-level access and customer assignments.

Invite and manage users

Manage account-level details, review your account’s seat assignments, or disconnect any third-party integrations.

Manage a user profile

Enable or disable Multi-Factor Authentication (MFA) for other users’ accounts (Organization) or your own account (My Profile).

Manage a user's account security settings

Review legal terms and opt-in to feature testing at the Workspace level, then enable Workspace-level access to individual features.

Manage an Organization's Feature Settings

Add ledger entries, offer credits, and add funds to make prepayments directly to your seat balance.

Add and manage funds

Define CPM-based margins for your advertisers.

Add or manage a margin

Team IQM

Manage your Organization and the users associated with it. 

Organization management

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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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