Intercom Test Workspace

Keep your firm's details current so they appear correctly across Gaveli, including on invoices.

Update your firm's name and other details.

Upload or change your firm's logo.

1. Go to Settings → Organization.
2. Update your firm's name and other details.
3. Upload or change your firm's logo.
4. Save your changes.

🖼️ Image slot — The Organization settings page with the name field and logo uploader.

Invoice details like GSTIN, address, and bank are under Settings → Configuration — see Setting up your invoice details.

Your personal name and password are under your Profile settings.

- Invoice details like GSTIN, address, and bank are under Settings → Configuration — see Setting up your invoice details.
- Your personal name and password are under your Profile settings.

Organization settings are managed by Owner and Admin roles.

Edit your firm's name, logo, and details.

Updating your organization profile and logo

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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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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Updating your organization profile and logo

Update your firm

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