Admin & configuration videos for fintech software

Admin guides for fintech software should cover every setting that changes what other people can see or do, explain the effect of each change before the admin saves it, and be easy for a newly appointed admin to find. Cover:

• Each admin task, step by step: give each person the right role and add-on permissions, choose who approves spend requests, require approval for bills above an amount, turn on single sign-on and set sign-in controls, create a custom role, like a card manager who can change limits but not policies and remove someone who left and reassign their cards and approvals.
• What each setting changes for everyone else, with a warning on the steps that grant access or remove it.
• Why it matters: roles stack, so one extra add-on can let a person approve their own spend.
• Safe screenshots. Employee names and similar details should come from a demo account; Blur a Spot hides anything that slips in.
• A starting point for new admins, because the person who set things up often moves on.

Short admin guides can also open inside your product as in-app tutorials.

Assign an owner, update only the steps that change, and review admin guides on a schedule. Admin screens in fintech software change less often than everyday screens, which makes outdated admin guides easy to miss:

• Know what triggers updates, for example: new roles added, approval builder changes and new approval conditions.
• Edit single steps. Trainn's guide editor lets you change one step and its screenshot without recapturing the whole guide.
• Keep one link per guide. The updated version shows everywhere the guide is shared, including help center articles.
• Review before admins need them, for example before a customer's security review or renewal.

See how often to update step-by-step guides.

Use step-by-step guides for admin tasks people repeat, and short videos for settings that need explaining. Admins usually follow the steps while doing the task, so a written guide with screenshots works best, while a video helps when the effect of a setting isn't obvious:

• Guide: repeatable tasks such as “give each person the right role and add-on permissions” or “remove someone who left and reassign their cards and approvals”.
• Video: settings whose effect needs explaining. For example, approval builders have branches for amount, merchant and team.
• Both from one recording. Trainn produces the video and the guide together.
• Exportable for reviews. Admin guides can be exported as PDF and attached to a customer's security review.

Trainn's step-by-step guide generator writes the guide from your recording.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your fintech software, such as “give each person the right role and add-on permissions”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.