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Company settings

Manage multiple companies

Account Owner's permissions and ownership transfers

Account ownership

Set and customize permissions for your team members

Access roles

Manage company settings, people, projects, finance, and access.

Admin access role

Default permissions of the Resource Manager

Resource Manager access role

Default permissions of the Project Manager

Project Manager access role

Member access role

Access roles - permissions and scopes overview

Managing your team's settings for schedule emails and time tracking reminders

Team notifications

Default work days and hours

Your company's time zone

Currencies

Time tracking settings

Grant access to your team for users who do not appear on Schedule

Guests

Time off settings

Time off approvals

Public and team holidays

Activity feed

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Glenn Rogers

Create a custom design with text, images, and links

About us

Status

Trust Center

Product tour

What's new

API documentation

Talk to sales

Contact us

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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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.

Prototype answer unavailable

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