with team

How to login to you hub and manage your profile

Login and Profile

Permissions

Customize your platform’s look, features, and default settings.

Hub Settings

How to add, edit, and manage events and other objects 

Managing Objects

Data goals configuration, questions set up, and customized registration forms creation

Data Goals Collection

Learn how to track registrations, manage attendees, and view event participation

Participants Management 

Learn how to message residents and event participants using the platform

Messaging 

Creating & using tickets, collecting & managing payments

Ticketing and Payments

Creating widgets and downloadable calendar

Widgets and Calendars Management

Leaders App

Support your outreach with downloadable content and communication tools

Stakeholder Resources

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Insights

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AI topics

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

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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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

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