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Adding a New Client

HR (Client) Users and Permissions

Client Branches

Client Settings Change Log

Service Reminder Notification

System Communication and Notes

General Client Information

Moving report to different client or changing the user on a report.

Changing the client assigned to a report

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This sections includes information that may be pertinent in client management and sales roles.

Client Management/Communication

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Create your workspace and invite the people you work with.

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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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