Spheriq

Moritz Brunner

Yara Ouertani

Anne Oesterlin

Organization

This article explains how to use the Contact Management feature.

Contact Management

This article explains how you can edit your organization profile.

Edit organization profile

Verify your Swiss tax exemption by uploading your tax exemption certificate. Only available for Swiss foundations.

Verify your organization's tax exemption

This article explains what badges are and what requirements must be met to earn one. Badges are digital insignias on Spheriq. They indicate how comprehensive, active, and transparent an organization…

Badges on Spheriq

This article explains what Fit and Hope are and how you can use them.

Fit & Hope

This article explains what recommendations are on Spheriq, what you can use them for, and how to submit a recommendation.

Recommendations

This article explains what feedback is on Spheriq, how you can use it, and how to provide feedback.

Feedback

How to get a recommendation for your organization

Organisation Profile

This article explains how to create a project.

Create a Project

This article explains how you can edit your project profile.

Edit a Project

This article explains the different statuses that a project can have.

Project Status

This article explains how to delete your project.

Delete a Project

Project

This article explains how to verify your organization and publish it on app.spheriq.ch.

Verify and publish your Organization

This article explains how to verify yourself as a person with your personal profile.

Person Verification

Verify your existing Swiss foundation on Spheriq with the verification code sent by email and confirm your authorization to manage the organization profile.

Verify as an organizational representative of a foundation — this is how you redeem your code

Verification

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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.