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This article helps you understand how to assign different role privileges in a project template.

Assign Role Privileges in a Project Template

This article helps you understand how to view history of roles assignment in your project templates.

View Roles History in a Project Template

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

Define User Roles and Access in a Project Template

This article helps you understand how to add users in your project templates.

Add Users in a Project Template

This article helps you understand how to assign proxy access to users in your project templates.

Assign Proxy Access to Users in a Project Template

Create Roles and Grant Access to Users in a Project Template

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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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