GPS Insight Platform

Manage Company Profile, Branches, QuickBooks Online Integration, Subscription Information, All Connected Devices, Taxes, Invoice Number Settings, Roles and Permissions, Email Preferences, Discounts, Report Groups and Custom Forms

<br><a href="https://youtu.be/-YibIMTa1bk" rel="nofollow noopener noreferrer" target="_blank">https://youtu.be/-YibIMTa1bk</a>

Manage Company-wide settings via Company Settings

Video: Company Settings Overview

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Create your workspace and invite the people you work with.

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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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