[{"data":1,"prerenderedAt":180},["ShallowReactive",2],{"industry-cell-fintech-admin-configuration-videos":3},{"page":4,"generated":162},{"pageType":5,"url":6,"industry":7,"videoType":8,"seo":9,"heroH1":13,"heroH2":14,"cta":17,"definition":22,"workflows":25,"challenges":56,"features":74,"security":93,"proof":106,"faq":114,"related":129,"schema":158},"cell","\u002Findustries\u002Ffintech\u002Fadmin-configuration-videos\u002F","Fintech","Admin & configuration videos",{"title":10,"metaDescription":11,"canonical":12},"Admin & Configuration Videos for Fintech Software | Trainn","Create admin and configuration videos for fintech software that show roles, approval rules, single sign-on and offboarding before admins save a change.","https:\u002F\u002Ftrainn.co\u002Findustries\u002Ffintech\u002Fadmin-configuration-videos\u002F","Admin & configuration videos for fintech software",{"sentence1":15,"sentence2":16},"Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your fintech product into admin and configuration videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically.","Embed them in your help center so admins find the right steps when they need them.",{"label":18,"microcopy":19,"secondaryLabel":20,"secondaryUrl":21},"Start free trial","3-day free trial, then $19\u002Fmonth.","Get a demo","\u002Fdemo\u002F",{"heading":23,"body":24},"What are admin & configuration videos for fintech software?","Admin and configuration videos for fintech software show workspace admins how to change settings that affect everyone else, such as roles, approval rules and sign-in controls. They matter because a wrong permission in a money product can let someone spend or approve more than they should. Trainn creates them as short videos and step-by-step guides from one recording.",{"heading":26,"rows":27},"Common admin & configuration workflows for fintech software",[28,34,39,43,48,52],{"workflow":29,"whoRecords":30,"bestFormat":31,"sensitiveData":32,"updateTrigger":33},"Give each person the right role and add-on permissions","Customer success manager","Step-by-step guide","Employee names and emails","New roles added",{"workflow":35,"whoRecords":30,"bestFormat":36,"sensitiveData":37,"updateTrigger":38},"Choose who approves spend requests","Video","Spend limits, names","Approval builder changes",{"workflow":40,"whoRecords":30,"bestFormat":31,"sensitiveData":41,"updateTrigger":42},"Require approval for bills above an amount","Bill amounts","New approval conditions",{"workflow":44,"whoRecords":45,"bestFormat":31,"sensitiveData":46,"updateTrigger":47},"Turn on single sign-on and set sign-in controls","Solutions engineer","Identity provider details","Sign-in options change",{"workflow":49,"whoRecords":30,"bestFormat":36,"sensitiveData":50,"updateTrigger":51},"Create a custom role, like a card manager who can change limits but not policies","Card limits","Role options change",{"workflow":53,"whoRecords":30,"bestFormat":31,"sensitiveData":54,"updateTrigger":55},"Remove someone who left and reassign their cards and approvals","Cards, approval chains","Offboarding steps change",{"heading":57,"items":58},"What makes admin setup hard for fintech software teams?",[59,64,69],{"id":60,"title":61,"problem":62,"howToHandle":63},"challenge-1","A wrong permission affects everyone else","Roles stack, so one extra add-on can let a person approve their own spend.","Show what each role allows before the admin saves it.",{"id":65,"title":66,"problem":67,"howToHandle":68},"challenge-2","Settings screens are dense and easy to misread","Approval builders have branches for amount, merchant and team.","Walk through one branch at a time on screen.",{"id":70,"title":71,"problem":72,"howToHandle":73},"challenge-3","The customer's admin changes jobs","A new controller inherits rules they didn't build.","Keep a short guide for every admin task they can find without asking.",{"heading":75,"rows":76},"How Trainn creates admin & configuration videos for fintech software",[77,81,84,87,90],{"name":78,"solves":66,"body":79,"comingSoon":80},"Create a Guide","Record the approval builder once and get a [step-by-step guide](\u002Fstep-by-step-guide-generator\u002F) with a screenshot and an AI-written instruction for each branch.",false,{"name":82,"solves":61,"body":83,"comingSoon":80},"Guide Step Editor","Add a warning to the exact step where a role grants approval rights, and blur employee names in that screenshot alone.",{"name":85,"solves":71,"body":86,"comingSoon":80},"Clip-by-clip editor","When the role screen changes, replace only the clip that changed, without re-recording the whole video, so the guide a new admin finds is current.",{"name":88,"solves":61,"body":89,"comingSoon":80},"Blur a Spot","Drag-select a card limit or name and set how long the blur applies, so a settings video never shows a real person's access. Automatic blur through [Trainn's AI video agent](\u002Fai-video-agent\u002F) is coming soon.",{"name":91,"solves":71,"body":92,"comingSoon":80},"Guide Export & Sharing Formats","Export admin guides as PDF or embed them in your help center, so the next admin can find them on day one. Short guides can also open inside the product as [in-app tutorials](\u002Fin-app-tutorials\u002F).",{"heading":94,"certifications":95,"recordingHeading":99,"recordingPoints":100,"securityLink":104,"baaNotice":105},"Enterprise security, privacy and compliance",[96,97,98],"ISO 27001 certified","SOC 2 Type 2 attested","GDPR compliant","Recording Fintech workflows safely",[101,102,103],"Record admin settings in a demo company with sample employees and cards.","Replace real identity provider names and sign-in addresses with sample values.","Blur any remaining name or limit with Blur a Spot before sharing.","[See how Trainn handles security](\u002Fsecurity\u002F)",null,{"variant":107,"metric":105,"headline":108,"metricLabel":105,"outcomes":105,"quote":109,"name":110,"role":111,"company":112,"g2":80,"sourceLabel":105,"sourceUrl":105,"heading":113},"quote","Keeping videos current for a product that changes fast","Our product rapidly evolved with features. Creating sales training videos for our users and admins took a lot of time. Trainn helped organize the entire workflow and made it super simple to create and keep these videos updated.","Sundar V","Head of Product & Customer Success","GTM Buddy","How fintech teams use Trainn",[115,119,122,125],{"type":116,"question":117,"answer":118},"industry","What should admin guides for fintech software cover?","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:\n\n- **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.\n- **What each setting changes for everyone else,** with a warning on the steps that grant access or remove it.\n- **Why it matters:** roles stack, so one extra add-on can let a person approve their own spend.\n- **Safe screenshots.** Employee names and similar details should come from a demo account; Blur a Spot hides anything that slips in.\n- **A starting point for new admins,** because the person who set things up often moves on.\n\nShort admin guides can also open inside your product as [in-app tutorials](\u002Fin-app-tutorials\u002F).",{"type":116,"question":120,"answer":121},"How do you keep admin documentation up to date?","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:\n\n- **Know what triggers updates,** for example: new roles added, approval builder changes and new approval conditions.\n- **Edit single steps.** Trainn's guide editor lets you change one step and its screenshot without recapturing the whole guide.\n- **Keep one link per guide.** The updated version shows everywhere the guide is shared, including help center articles.\n- **Review before admins need them,** for example before a customer's security review or renewal.\n\nSee [how often to update step-by-step guides](\u002Fblog\u002Fhow-often-should-update-step-by-step-guides\u002F).",{"type":116,"question":123,"answer":124},"Should admin settings be explained with videos or 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:\n\n- **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”.\n- **Video:** settings whose effect needs explaining. For example, approval builders have branches for amount, merchant and team.\n- **Both from one recording.** Trainn produces the video and the guide together.\n- **Exportable for reviews.** Admin guides can be exported as PDF and attached to a customer's security review.\n\nTrainn's [step-by-step guide generator](\u002Fstep-by-step-guide-generator\u002F) writes the guide from your recording.",{"type":126,"question":127,"answer":128},"pricing","How much does Trainn cost?","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.\n\n- **Creator plan:** $19 per month for one creator, with up to 15 videos and guides.\n- **More creators or more content:** compare every plan on the [Trainn pricing page](\u002Fpricing\u002F).",{"acrossHeading":130,"up":131,"across":138,"down":148},"More for fintech software",[132,135],{"text":133,"url":134},"What is a step-by-step guide?","\u002Fblog\u002Fwhat-is-a-step-by-step-guide\u002F",{"text":136,"url":137},"How often should you update step-by-step guides?","\u002Fblog\u002Fhow-often-should-update-step-by-step-guides\u002F",[139,142,145],{"text":140,"url":141},"Product videos and guides for fintech software","\u002Findustries\u002Ffintech\u002F",{"text":143,"url":144},"Implementation & setup guides for fintech software","\u002Findustries\u002Ffintech\u002Fimplementation-guides\u002F",{"text":146,"url":147},"Product training videos for fintech software","\u002Findustries\u002Ffintech\u002Ftraining-videos\u002F",[149,152,155],{"text":150,"url":151},"Step-by-step guide generator","\u002Fstep-by-step-guide-generator\u002F",{"text":153,"url":154},"In-app tutorials","\u002Fin-app-tutorials\u002F",{"text":156,"url":157},"Customer enablement software","\u002Fcustomer-enablement-software\u002F",[159,163],{"@context":160,"@type":161,"name":13,"description":11,"url":12,"datePublished":162,"dateModified":162},"https:\u002F\u002Fschema.org","WebPage","2026-10-25",{"@context":160,"@type":164,"mainEntity":165},"FAQPage",[166,171,174,177],{"@type":167,"name":117,"acceptedAnswer":168},"Question",{"@type":169,"text":170},"Answer","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:\n\n- 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.\n- What each setting changes for everyone else, with a warning on the steps that grant access or remove it.\n- Why it matters: roles stack, so one extra add-on can let a person approve their own spend.\n- Safe screenshots. Employee names and similar details should come from a demo account; Blur a Spot hides anything that slips in.\n- A starting point for new admins, because the person who set things up often moves on.\n\nShort admin guides can also open inside your product as in-app tutorials.",{"@type":167,"name":120,"acceptedAnswer":172},{"@type":169,"text":173},"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:\n\n- Know what triggers updates, for example: new roles added, approval builder changes and new approval conditions.\n- Edit single steps. Trainn's guide editor lets you change one step and its screenshot without recapturing the whole guide.\n- Keep one link per guide. The updated version shows everywhere the guide is shared, including help center articles.\n- Review before admins need them, for example before a customer's security review or renewal.\n\nSee how often to update step-by-step guides.",{"@type":167,"name":123,"acceptedAnswer":175},{"@type":169,"text":176},"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:\n\n- 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”.\n- Video: settings whose effect needs explaining. For example, approval builders have branches for amount, merchant and team.\n- Both from one recording. Trainn produces the video and the guide together.\n- Exportable for reviews. Admin guides can be exported as PDF and attached to a customer's security review.\n\nTrainn's step-by-step guide generator writes the guide from your recording.",{"@type":167,"name":127,"acceptedAnswer":178},{"@type":169,"text":179},"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.\n\n- Creator plan: $19 per month for one creator, with up to 15 videos and guides.\n- More creators or more content: compare every plan on the Trainn pricing page.",1793008518976]