Equip

Learn how to complete the Team Member Import spreadsheet during onboarding.

Completing the Team Member Import Spreadsheet (For Onboarding)

Learn how to complete the Participant Import spreadsheet during onboarding.

Completing the Participant Import Spreadsheet (For Onboarding)

MaryGrace Flores

Learn how to complete Equip onboarding import spreadsheets for participants, team members, and pathways.

Onboarding

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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.

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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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