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Manage Users

Account creation, logging in, resetting passwords, and SSO.

User Access and Password Reset

Manage user permissions with role-based access control including; creating and editing custom roles, and assigning them to users.

Managing User Roles and Permissions

Create and manage user groups to implement folder-level access control for regional teams and maintain enterprise governance.

User Groups and Folder Permissions

Securing your account with One Time Passcodes and optional Two-Factor Authentication.

One Time Passcodes (OTP) and Two-Factor Authentication (2FA)

Configuring user access, managing permissions, and authentication safeguards

User Administration

Create a custom design with text, images, and links

Log-in to My Account

View My Tickets

Terms & Conditions

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My Tickets

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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.