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Everything You Need to Know Before, During, and After Your Onsite Go-Live

Onsite Go-Live Guide

Everything You Need to Know Before, During, and After Your Virtual Go-Live.

Virtual Go-Live Guide

Melissa Duarte

Betsy Reichenberg

Go-live guides, handouts, and videos for training your team.

Go-Live & Training Resources

Pick the Brain

Instinct Academy

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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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