BusinessChat

Inviting new users to the platform

Users roles in BusinessChat platform

Learn how to assign/remove billing role to/from users

How to assign a billing role to a user?

Learn how to deactivate BusinessChat users.

How to deactivate a user account?

Learn how to add a user to a team or remove them through their profile settings. This method is best when you need to adjust team membership for a single…

Manage a user’s teams — Add or remove a team

Learn how to set/update your BusinessChat account time zone.

Business Time Zone

Comprehensive Guide to User Roles and Teams in BusinessChat

Users

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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.

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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

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.