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Understand what the Owner, Editor and Viewer roles can do on an assistant, and which role controls stay locked.

Assistant roles: owner, editor, viewer

Add a colleague from your organization to an assistant as Editor or Viewer, change their role, and review pending access requests.

Share an assistant with a colleague

Set how the assistant widget appears in Moodle: default display mode, auto open, and hiding widget alerts and buttons.

Widget settings and default display mode

Turn assistant email notifications on or off for each collaborator, and see how they differ from the sidebar list and widget alerts.

Assistant notifications

Romain Morvant

Roles, sharing with colleagues, widget settings and notifications.

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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.

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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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