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This article explains how to define user roles, access levels and how to assign users to roles on a project.

Define User Roles and Access on a Project

This article will explain how to assign different role privileges on a project.

Assign Role Privileges on a Project

This article helps you understand different role privileges that can be assigned on a project.

Role Privileges and Their Impact

This article helps you understand how to assign proxy access for users in your projects.

Assign Proxy Access for Users on a Project (as an Admin)

This article helps you understand how to view history of roles assignment on your projects.

View Roles History on a Project

This article helps you understand how to add users to your projects.

Add Users to a Project

Remove Users from a Project

This article helps you understand how to assign your proxy access to users on a project.

Assign Your Proxy Access to Users on a Project

Create Roles and Grant Access to Users on a Project

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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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