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How can I set the User`s Protocol?

Where can I select the Protocol reset time range?

Setting up the roles and permissions for your employees

Defining the roles in your company

How to add or remove a user?

How can I set up permissions for a User?

Permissions for different locations

How can I activate a User?

How can I add/change the user`s profile picture?

How can I deactivate or delete a User?

How to change your password

How do I validate my phone number?

How can I change the User`s Name?

How can I change the User`s Phone Number?

How do I change the User`s Social Security Number?

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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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