Vitally Support

Security Questions

Add a second layer of security to your Vitally profile by setting up Two-Factor Authentication

Two-Factor Authentication (2FA)

GDPR Compliance

How to cancel Vitally or deactivate a specific internal user in Settings.

Deactivating your Vitally Profile or Account

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Ethan Patrick

Privacy & Security

Setting up SAML v2 SSO

SSO via Google

SSO via Okta

SSO via OneLogin

FAQ when setting up SSO other than via Google or Okta

SSO via other IdP's

A guide outlining the causes and troubleshooting steps to resolve the "SAML Unsupported" error when a user logs in using Google SSO.

How to resolve the "SAML Unsupported" error when logging into Vitally Using Google SSO

A guide to understand why a team member may be switching from Admin to Team Member or any other permission changes.

Resolving Unexpected Role Permission Changes in Vitally

How can I resolve SSO certificate issues effectively?

Find common solutions to common problems with SSO

SSO Troubleshooting Guides

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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