RentRedi

teammates, master account must enable payments

"Main Account Must Enable Payments"

teammate created properties, teammate troubleshooting, teammate payment

Teammate Invite Troubleshooting

teammate unable to chat, teammate can't start chat, teammate can't view chats, teammate chat troubleshooting

Teammate Can’t View or Send Chat Messages

Teammates have a specific level of access that limits what can been seen, changed, or alerted about.

Limits on Teammate Access & Notifications

update email, primary account, change, new, teammate access, change ownership, transfer ownership, transfer access to teammate

Making Your Teammate the Primary User

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Aidana Tokbayeva

Find helpful information on how to troubleshoot common issues when setting up teammate accounts.

Teammate Troubleshooting

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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.

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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.

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