CrowdWorks

I want to delete/withdraw an invite I sent. How do I do that?

How to delete a user invitation

Quick guide on how to import users from other services into CrowdWorks

How to import users from Excel or Google Sheets

How to remove a person from your company profile.

I want to delete a user from my company profile.

How to change the role of a registered user in your company

I want to change the role of a connection.

Guide to inviting team members/company admins to the company profile.

How do I invite team members?

Guide to inviting your shareholders and other connections into your company profile.

How to invite your connections to your company profile

Read here how to assign or remove roles or labels in your company profile

How to bulk manage company connections

Save your favourite filtered views for quick access

Add custom views to your company management

Reetta Pellikka

How to invite connections to a company profile and manage them

Company member management

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Create your workspace and invite the people you work with.

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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.

{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

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