Purlos

If you’d like to receive safeguarding alerts, you can enable this setting from your account. Follow the steps below to get started:

🛡️ How to Set Up Safeguarding Notifications

Admins can update a team member’s access level from Standard to Admin (and vice versa) from the Account Management page.

Updating User Access (Standard ↔ Admin)

How to Change Your Password via the 'My Profile' Settings:

How to update your password

This guide outlines the full onboarding process for setting up your Twilio account and enabling WhatsApp messaging as part of your campaign setup.

Please follow each step carefully. If you…

Twilio Onboarding Process (End-to-End Guide)

Welcome to our onboarding FAQ! This guide answers the most common questions organisations have when setting up Twilio and WhatsApp with Purlos.

FAQs: Twilio & WhatsApp Onboarding

Carlo Formarejo

Onboarding Guide for Setting Up Your WhatsApp Account

Onboarding

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Create your workspace and invite the people you work with.

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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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