LearnyBox

Learn how to manage administrators, assign administrator roles, and configure administrator profile settings and permissions.

How to manage administrators using default and custom roles

Learn how to reset an administrator’s password and automatically send them their new login details by email.

How to automatically generate and send a new password to an administrator

Learn how to enable or disable email notifications for an administrator and choose which notifications they receive.

How to enable or disable email notifications for an administrator

Learn how to create custom administrator roles and set specific access permissions for each role.

How to create custom administrator roles with specific access permissions

Learn how to grant administrators access to dashboard statistics and sensitive account data.

Administrator access to dashboard statistics and sensitive data: Permission requirements

Administrators & Roles

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Create your workspace and invite the people you work with.

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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.

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.

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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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