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Using Central Record

Overview and Template Locking

Customising Sections and Fields

How to set up a Staff Training Section

Recording Staff on an expiring Visa or Temporary Work Permit

Further Customisation for UK Education

Customising Profile Types and the Rating System

Recording that KCSiE has been read

Recording Staff Probationary Periods

Editing and customising your template to suit your organisations requirements

Template Editing

Managing Organisation Users

Managing Federation Users

Restricting Access by Profile Type

Managing Users

The Dashboard - Video Guide

Customising your Dashboard

Creating a Custom Dashboard

The Dashboard

Creating and Searching for Profiles

The Profile Page

Audits and Sign Offs

Moving Profiles in a Federation

Missing Information and Incomplete Profiles - Video Guide

Managing Profiles

The Advanced Editor - Video Guide

The Advanced Editor Overview

Managing Profiles in Bulk

Using the advanced editor and managing profiles in bulk

The Advanced Editor

Insights and Reporting - Video Guide

Accessing, Editing, and Exporting a Report

Default Reports

Creating a Custom Report

Guides for our default reports and how to create your own custom reports if required

Insights and Reporting

Get Started with Incident Tracking

Using Incident Tracking

Setting up, customising, and using our Incident Tracking feature

Incident Tracking

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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.

Connect your stack

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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