Get Connected

How Center Site Managers manage their Agencies

Approving Pending Agencies

How Center Site Managers create Agencies on their site

Creating an Agency

How Center Site Managers can ensure Agency Managers complete their profiles

Checking Agency Profiles

How Center Site Managers deactivate Agencies

Deactivating Agencies

How Center Site Managers manage Agency data

Agency Data: Site Managers

Information about training sessions for Agency Managers that Site Managers can share with them

Sharing Training with Agency Managers: Site Managers

How Site Managers can activate their imported Agencies

How to Activate Imported Agencies: Site Managers

How Site Managers can contact their Agency Managers

How to Contact Agency Managers as a Site Manager

Information about reviewing Agency Fans and Needs for Center Site Managers

Reviewing Agency Fans and Needs: Site Managers

How Center Site Managers add or remove Agency Managers

Adding and Removing Agency Managers as a Site Manager

A guide about Agency Clusters for Center Site Managers

Agency Clusters: Center Site Managers

Brittany Crow

Information about managing Agencies as a Center Site Manager

Managing Agencies: Center Site Managers

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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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