Smart Pension

Managing company details

How to find and update your scheme details

Updating your scheme details

Choose who receives emails and other notifications about your Smart Pension account

Change who receives emails from Smart Pension

How to set up your pension scheme start date.

Updating your staging date or duties start date

How to add a company logo to your Smart Pension account

Personalising Smart Pension for your employees

View and add admins to your pension scheme.

Adding and viewing admins and signatories

Tips on Managing your company's admins and signatories

Updating and managing signatories and admins

How to close a Smart Pension account

Smart Pension Support

Managing your profile

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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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