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?

Rodrigo Zaupa

Roles and data access

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Volume, creators and topics for your company.

Insights

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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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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

Why don't I see the same menu items as my colleague?

What does "trial" mean next to a feature?

Glossary: the words UDP uses

Getting started

Signing in and your account

Sign in for the first time with your temporary password

Reset a forgotten password

"I requested a reset code and got a temporary password instead"

"Incorrect email or password" and other sign-in errors

Password requirements

Does UDP support single sign-on or two-factor authentication?

Signing in

Change your name, email or password

Switch between light and dark mode

Your profile

Dashboards

Open a dashboard and move between its sections

"As of date" or "Date range": choosing the dates a dashboard shows

Filter a dashboard

What "Permanent filters active" means

Change the dates of one widget only

Drill down into a chart, switch table and chart views

Export a widget to Excel or save it as an image

Get an AI summary of a dashboard

Using dashboards

Share a dashboard with a user or a role

Share a link to a dashboard with its dates

Discuss a widget with your team (conversations and notifications)

Sharing and collaborating

"You don't have access to the data in this widget"

"Unable to load data for this widget"

Troubleshooting

Scheduled reports

Reference date: which day's data a report shows

What a scheduled report is and who receives it

Create a report and schedule it

Preview a report and send it now

Pause a report without losing its setup

See what was sent and to whom

Let AI write the summary and descriptions

Setting up reports

"My scheduled report didn't arrive"

"A report fails to generate"

Why does a report show different data than the dashboard today?

Your data

How fresh is my data? The "Data" date at the top

Why don't the numbers match my PMS?

What "Same Store" means

Which time zone are dates in?

Freshness and accuracy

Which properties can I see, and why?

"I'm missing some properties"

We bought or sold a property. How does UDP find out?

Properties and access

Request a new metric or a change to a dashboard

Can UDP bring in data from another system?

New data and changes

Chat

Ask UDP a question in Chat

Attach files to a question

Find a past conversation

What Chat can and can't see

Using Chat

"Something went wrong while answering"

Tell us when an answer is wrong

What Radar is

Create a custom agent from a template or from scratch

Review, assign and resolve a Radar item

Pause, resume or run an agent now

"This agent needs attention"

Radar and Custom Agents

The property page: occupancy, rent, NOI and the score

Track tasks for a property

Ask about a property in its chat

"No properties available"

Properties

Models: Rents and Assets

Run the rental optimization model

Rental model parameters explained

Rents

Run the asset management model and save scenarios

Compare scenarios in the Scenario Builder

Assets

Managing users and access

Add a user

Disable or re-enable a user

A new user didn't get their invitation email

Give one user different access from their role

Users

Create a widget

Create a dashboard and its sections

Add filters to a dashboard (permanent and available)

Edit a dashboard's layout

Create a KPI with rules and thresholds

Building widgets, dashboards and KPIs

Connect Outlook and Calendar so Chat can read them

Use UDP from an AI assistant (MCP connector)

Integrations

Contact support and follow your request

What to include so we can help quickly

Getting help