Overview of staff and caregiver profiles in the Dashboard.

Overview: Caregiver Profile

How to add staff members and caregivers in the Dashboard.

Adding Staff and Caregivers

How to edit staff member profiles in the Dashboard.

Editing Staff and Caregiver Profiles

How to manage client access in the Dashboard.

Managing Client Access for Caregivers

How to navigate and use the Personnel section.

Personnel

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Create your workspace and invite the people you work with.

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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