flowit

🌟 Managing Employees in flowit

🌟 Overview of the "Teams" Feature in flowit

🌟 Understanding Roles & Permissions in flowit

📘 User and Team CSV Export

📝 CSV upload: Correct date formats for flowit

📘 CSV Upload (Teams): Fields, Format & Step-by-Step Guide

📘 CSV Upload (User): Fields, Format & Step-by-Step Guide

Manage employees, teams, and roles, and perform CSV imports.

User Management

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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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