Knowledge Architecture

Click the Pencil icon and select Edit [User’s] Data.

Click the Configure pencil icon next to the word Headshot.

Upload a photo and/or adjust the zoom as desired.

Click Apply again on the Edit Profile screen to finish.

1. Open the user’s Profile.
2. Click the Pencil icon and select Edit [User’s] Data.
3. Click the Configure pencil icon next to the word Headshot.
4. Upload a photo and/or adjust the zoom as desired.
5. Click Apply.
6. Click Apply again on the Edit Profile screen to finish.

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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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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, 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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