Advice Designer

Create a Workspace

How to set up all elements within a Workspace

Configure a Workspace

Invite a user (Workspace)

How to remove or Deactivate a user in a Workspace

Remove/Deactivate user access

High level overview of User types and their respective permissions

User Roles & Permissions

Add/Edit Asset Classes/Risk Profiles in your Licensee/Workspace

Managing Asset Classes & Risk Profiles in your Licensee/Workspace

Add/Manage Strategy Text

Add/Manage Product text

Add/Manage Fact Sheets

Add Branding/Themes to your Workspace

Add Quick Text (Workspace)

Add/Manage Modelling Preferences

Create a Licensee

Add/change details. Workspace, Users, Disclosures and Remuneration preferences of the Licensee

Configure a Licensee

Invite a user (Licensee)

Configure an Organisation

How to invite a user when you are a Organisation administrator

Invite a user (Organisation)

How to configure Review Preferences for a Workspace (Practice)

Add/adjust Review Preferences in your Workspace

As a Licensee Admin, how to enable Workspaces to customise their own Asset Classes and Risk Profiles

Enabling Asset Classes & Risk Profiles customisation at Workspace level

Workspace, Licensee & Organisation

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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.

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

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