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A step-by-step guide to assigning an employee as an Admin in your company account.

How to Assign An Employee as an Admin

Learn how to create an Admin Management Template to quickly assign consistent Admin permissions.

How to Create An Admin Permission Template

Easily manage, edit, or remove Admin permissions for your team in one place.

Admin Permission Management

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Admin Permission

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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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