PeopleForce

Learn how to configure access for employees to different features and menus in the General section when creating a specific role

Managing roles and permissions: Granting access to features in the General section

Learn how to configure access for employees to different features and menus when configuring the role permissions

Managing roles and permissions: Granting access to the features in PeopleForce modules, reports, and settings

Learn how to configure roles and permissions in the PeopleForce system to optimize access and visibility

Managing roles and permissions: Configuring visibility and actions in the employee card

Roles and permissions

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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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