Dock

Workspace Settings

How to change or add additional owners to a workspace

Managing Owners of a Workspace

How to setup and use account mapping by Department, Level and Role

Account Mapping

How to add a custom code on the workspace or template level

Adding Custom Code to a Workspace

How to add your Intercom widget to workspaces

Adding Intercom to Dock

How to un-archive a workspace and make it active again

Quick Tip: How to Unarchive a Workspace

How to configure a custom legal notice for Workspace welcome page

Custom legal notice

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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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.

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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Create your account and invite the first people to your workspace.

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