OpenAsset

How to search for projects by name, code or keywords and identify projects lacking in information

Finding Projects

How to search for Projects using Field Filters

Finding Projects by Field Information

How to add projects to your selection from different view modes and view your selected projects

Selecting Projects

How to quickly identify the Projects your use most often by adding them to 'My Favourites'

Setting and Selecting your Favourite Projects

How to order your Project and Employee search results by different sorting options

Sorting Project & Employee Search Results

How to search for Projects in your system that are empty or lacking files

Finding Projects Without Files

George Bains

CJ Teeter

Finding & Selecting Projects

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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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