Equip

Learn how to complete the onboarding Pathway Import spreadsheet.

Importing Pathways (for Onboarding)

Learn how to complete the onboarding Team Member Import spreadsheet.

Importing Team Members (for Onboarding)

Learn how to complete the onboarding Participant Import spreadsheet.

Importing Participants (for Onboarding)

Add the pathway_code, pathway_authorization_number and other pathway_ columns to the participant import spreadsheet; each row enrolls that participant in the step with that code and creates or links the authorization.

Import participants' pathway progress and authorizations

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Prepare your participant, team member, and pathway information for import into Equip.

Onboarding

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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.

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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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