Upheal

What additional security measures are employed at Upheal to protect the platform’s data?

Can Upheal access clients' information stored on the platform?

How long does Upheal store data?

How long does Upheal store policies I enter into?

How to protect your and your clients' personal data

What are the best practices for me to keep my clients' data safe?

Opting out of de-identified data use for AI improvements

Aviva Glassman

Upheal Team

General privacy information

Upheal web

Upheal app

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Create your workspace and invite the people you work with.

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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.

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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.

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.

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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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