ERP - Construction

If you can't find File Manager in the your Workspace, follow these steps:

Add a new tab by using the + button that is next to your already opened Workspace tabs.

Name this tab 'File Manager' and click Add.

On the right side of the page, select the +Add App button.

Search for 'File Manager' by using the search function in the new window, then click the Add to Workspace button.

You should be able to close the window now and you should have File Manager in your Workspace.

1. Go to your company Workspace 
2. Add a new tab by using the + button that is next to your already opened Workspace tabs.
3. Name this tab 'File Manager' and click Add.
4. On the right side of the page, select the +Add App button.
5. Search for 'File Manager' by using the search function in the new window, then click the Add to Workspace button.
6. You should be able to close the window now and you should have File Manager in your Workspace.

I removed the File Manager from my screen and I don't know how to add it back

How to I add File Manager to my Workspace?

How do I add File Manager to Workspace

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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{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.

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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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