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Request a new organization for review and switch between Personal space and your organizations from the sidebar.

Create an organization and switch between spaces

Send email invitations so colleagues can join your organization as Admin or Trainer.

Invite members

What the Admin and Trainer organization roles can do, and how an admin changes a member's role from the Members list.

Organization roles: Admin and Trainer

Open a member's usage summary from the Members list to see how many assistants and documents they use against their limits.

Track usage per member

Remove someone from your organization or cancel a pending invitation from the Members list in organization settings.

Remove a member

Approve or reject requests to join your organization or work on one of its assistants, from Settings or from Collaboration.

Review access requests

Romain Morvant

Create an organization, invite, roles, usage, transfer and remove members.

Organization & members

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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.

Connect your stack

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.