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If you need to contact your Account Manager or Customer Success Manager (CSM) and don't have their details, support can provide them for you. Please contact support requesting the contact details.

<b>📌Note: We do not have contact numbers for Account Managers or Customer Success Managers, but we can provide the email address of the relevant Account Manager or Customer Success Managers.</b>

This article can provide you with advice on finding contact details for your dedicated Account Manager or Customer Success Manager.

Contact  Account Manager or Customer Success Manager

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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.

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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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