OpenAsset

This article demonstrates how to create new projects and delete or deactivate existing projects within your system

Creating, Deleting, and Deactivating Projects

This article shows you how to update information such as location, employee roles and keywords for your Projects

Editing Project Information

The article shows you how to add or remove Project Keywords and identify Projects that are missing Keywords

Editing Project Keywords

How to add a new Project Location, edit an existing location or identify Projects without locations

Setting Project Locations

How to identify Projects missing Hero Images and set Hero Images for your Projects

Setting Project Hero Images

Learn how to export your project and employee data into CSV format for easier analysis.

Exporting Project and Employee information to CSV Format

Ordering Files within Projects

George Bains

CJ Teeter

Storing Projects & Associated Information

Help Videos

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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.

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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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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