Goki and Portal

Portal-This guide will help you navigate the Teams section of your system to search, filter, and manage team members effortlessly.

Portal-Manage your Team - Overview

This article explains how to change a team member's email address, request invoice copies, update ticket notification email, and transfer account ownership in Portal.

Portal: Account Management — Changing Email, Invoices & Ownership

Portal-How to manage Team members and Permissions

Portal - Manage your Team Members & Permissions in a property

How to Add/Remove a team member to an Organization

Portal-Add/Remove Team Members to an Organization

Sarah Mousavi

Portal: How to manage Team member and Premissions

Portal-Manage your Team Members & Permissions

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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.

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

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A quick lap of the product so you know where everything lives.

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