How to set agency settings and preferences in the Dashboard.

Overview: Feature Settings and Preferences

How to create and manage custom fields in the Dashboard.

Creating and Managing Custom Fields

How to create a note and assign it to a client.

Creating and Managing Notes

How to create goal types in the Dashboard.

Creating Goal Types

How to create incident types in the Dashboard.

Creating Incident Types

How to create medication types in the Dashboard.

Creating Medication Types

How to create new roles and customize access levels in the Dashboard.

Creating Roles and Access Levels

How to enable and configure geofencing in the Dashboard.

Setting Up Geofencing

How to enable and configure transportation tracking in the Dashboard.

Setting Up Transportation

How to navigate and use Settings within Giv.

Settings

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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.

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.

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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.

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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