ProcessPro

Export various settings summary tables to PDF, CSV or Excel

Export System Settings Data Tables

A summary of all users within a company can be viewed and exported

User List

Company setting to block the publish/review/approval request from starting when any of the required roles are not assigned to users

Block Unassigned Roles

The Software Systems feature provides a simple, central place to see all the software an organisation uses and the associated costs, users, objects, stakeholders and roles.

Software Systems Explained

How the system calculates annual costs involved with each software system.

Software System Costs

When creating a process, the default number of activities can be configured at the company level.

Default Seed Activity Count

Set whether tasks and notifications are sent to users via email and/or Microsoft Teams

Set Company Communication Preferences

Hylet Pistorius

Settings

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Volume, requesters and topics for your company.

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Track the progress of all tickets related to your company.

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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.

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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.

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.

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