GreenSlate

GreenSlate Accounting Roles/Access Levels

GreenSlate Payroll & Start Work Access Levels

GreenSlate Roles and Permissions Overview

How to: Add a Custom Message to an Invite Email

Add or remove roles from a user already invited to your project.

How to: Add/Remove a User's Roles

How to: Batch Invite Employees (Paper Startwork)

In order for your project's employees to be able to track their hours, they'll need to first be invited to the project.  The employees have already been entered into the…

How to: Invite Employees (Paper Start Work)

How To: Resend/Delete Invites and Update Email Address of Invite

New Approver Access Request

Learn how to send invites, add, and remove access

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype integrations answer

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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