Rodrigo Zaupa

For admins: users, roles, and what each person can see.

Managing users and access

Add a user

Remove someone's access, or give it back.

Disable or re-enable a user

Resend the temporary password to a new user.

A new user didn't get their invitation email

Override a role's permissions or data access for one person.

Give one user different access from their role

Users

Roles: Admin, Editor and Viewer

Define what a group of users can do and see.

Create or edit a role

Set a role's property access and data domains.

Limit which properties and data a role can see

You can only give access you have yourself.

Why can't I grant a permission or property?

Roles and data access

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AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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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.

Reading along with you

English

Welcome to UDP: what you can do here

Find your way around: the sidebar, the user menu and the data date

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