TaxGPT Inc.

Watch the video here:<br><br><a href="https://www.loom.com/share/417657fe62a84f20982bb470c647b6bf?sid=c220149c-eeb3-4bc1-aaa6-877534d5a9f1" rel="nofollow noopener noreferrer" target="_blank">https://www.loom.com/share/417657fe62a84f20982bb470c647b6bf?sid=c220149c-eeb3-4bc1-aaa6-877534d5a9f1</a>

This video will demonstrate how to start search in Clients Folder

How To Start Search In Client's Folder

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{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.

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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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