PerkUp

Cameron Soregaroli

Thomas Mirmotahari

Signing in without a password, updating your email and addresses, and managing your profile.

Account & Login

Explains how to fix common PerkUp sign-in problems for members, covering magic links, Google sign-in, email matching, and SSO — since there's no password to reset.

I can't log in to PerkUp

Explains why members can't change their own PerkUp email and walks them through getting their org admin (or support) to add a new one to their record.

My work email changed or I lost access to it

Explains the four most common PerkUp sign-in issues for members — a missing magic link email, using the wrong email, company SSO, and an inactive email — and how to…

Why can't I sign in?

Magic links, Google sign-in, SSO, and other login fixes.

Signing in

Explains where to view and update your saved shipping addresses, why some countries require extra ID fields, and why your default address matters for direct-mail rewards.

Managing your shipping addresses

Explains the per-audience privacy toggles for hiding your birthday or anniversary and how to unsubscribe from a specific reward's reminder emails.

Hiding your birthday or anniversary (celebration privacy)

Explains that account and data deletion is handled by support, what to include in a request, and what happens to your balance and pending rewards.

Deleting your account and your data

Interested in changing the currency in which your PerkUp budget is displayed? Follow these simple steps!

How do I change my display currency

Shipping addresses, celebration privacy, display currency, and account deletion.

Your profile

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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.

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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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