Kitchen

A quick guide to help you navigate and use the Clients section in your workspace.

Navigating the Clients Section

This guide explains the different ways to create a client in your workspace.

How to Create a Client

This guide explains how to access and manage a client’s profile, details, and settings.

Managing Client Profiles and Settings

This guide explains how to create and manage companies, organize clients under them, and view company details within your workspace.

Companies

Lora Petkova

Denitsa Zhelyazkova

Learn how to create and manage clients and companies

Clients

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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.

Ship something

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.

{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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