Access Care Rostering

In this article, we explain how to restrict user permissions.

Create profiles to restrict user permissions

In this article we explain how to limit access for users via branch and area.

Limit user access via branch and area

In this article, we explain how to remove a user profile.

Remove users

In this article we explain how to change or reset a password

Amend your user password

In this article, we explain what to do if your users can't edit employee or client records.

User unable to edit employee and client records

Emma Ianson

Lucy Robbie

Control user access and system permissions.

User access & Permissions

📃 Privacy Policy

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Care Management Solutions

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Create your workspace and invite the people you work with.

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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.

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