Outlined below explains how to create and manage user profiles in the CRM, including role assignment, login procedures, account settings, and two-factor authentication configuration.

User profile creation and management

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Everything you need to know to get started as an administrator in CRM.

Get started as an administrator in CRM

Everything you need to know to get started as a guest relations manager in CRM.

Get started as a guest relations manager in CRM

Everything you need to know to get started as a marketing manager in CRM.

Get started as a marketing manager in CRM

Michelle Normoyle

Fernando Fallabrino

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Create your workspace and invite the people you work with.

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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.

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.

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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.

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