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Learn how to pause your account with Maintenance Mode, including rates, how to request it, and how to reactivate when you're ready.

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Information on uploading customers and appointments, deleting records, requesting custom fields, data exports, and professional services with associated fees.

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Angel Horowitz

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Account Management

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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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, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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