A Safer Risk

The daily routine on the Work page, the Add shortcut, and how Work differs from Diary and Checklists.

Your Work page: what to do each day

Use the site selector and All sites, understand who sees which sites, and switch organisation.

How to choose which site you're looking at

The client and consultancy roles, organisation-wide versus site-restricted access, and who can do what.

Roles and what each one can do

Change your name, photo, email address and password, and find the other settings tabs.

How to manage your account and profile

For administrators: invite users, choose their role and sites, manage invitations, and set up sites.

How to invite people and set their access

Darragh Jones

Navigating ASR

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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.

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