Pearl Health

Pat Midway

Ben Troen

Sujai Arakali

Set up your account, manage users, and ensure your team has the right access to begin using Pearl

Getting Started

Add, edit, deactivate, and manage user accounts in the Pearl Platform.

Managing Users

Details on roles and the features that users in roles are permitted to access

User Roles and Permissions

User Management

Pearl uses Ramp to process payments. Learn how to set up your bank account to receive payments from Pearl.

Set up your bank account for payments

How to change your bank account information

Change Your Bank Account Information

Set up your bank account and manage payment information securely.

Setting up your Payment Method

How to generate PIN when adding a new account and/or forgot password

When do I need a 6 digit PIN for passwords?

What if a primary admin forgets their password?

What if I forget my password (and I'm not a Primary Admin)?

Manage PINs, passwords, and account recovery to keep your access secure.

User Account Security

Create a custom design with text, images, and links

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.