Human-Focus

Step 1 Select the Users you need to run a Compliance Report for:

Use the search option or filters to find the users you need.

Select Add All to select all users

- OR Drag &amp; Drop individual users to the Selected Trainees Column

1. Use the search option or filters to find the users you need.
2. Select Add All to select all users
 
 - OR Drag &amp; Drop individual users to the Selected Trainees Column

Note: the Add All option will become available only when you use the filters.

Select Users for your Compliance Report

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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.

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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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