Unleashed

A guide to inviting, managing, and maintaining user access and permissions in Unleashed

Unleashed Users

Secure your data and streamline team productivity with strategic role permissions that give users exactly the access they need.

Roles and Role Permissions

Track every email sent from your account for complete visibility into your business communications.

Email Logs

Understand the three primary user types in Unleashed to manage access, permissions, and billing effectively.

Account Owner, Superusers and Partner users

Steps on troubleshooting login issues and errors with Unleashed.

Troubleshoot login issues and errors

Two-Step Authentication (2SA) setup guide for Unleashed

2-Step Authentication

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Security

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Unleashed integrations

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Demos

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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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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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