CauseVox

How To Create Or Join An Organization Page

How To Create Or Join A Team Page

How Do Team Pages Work?

How Organization Admin Can View And Export Donation Data

How Organization Admin Can Manage Fundraisers And Export Data

How Organization Admin Can Invite Or Remove Other Admin

How Team Admin Can Manage Fundraisers

How Team Admin Can View Donation Data

How Team Admin Can Invite Or Remove Other Team Admin

How To Disable Organization And Team Pages

How Team Admin Can Edit Their Page End Date

How Organization Admin Can Edit Their Page End Date

Jenna Notarfrancesco

Organizations & Teams

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Create your workspace and invite the people you work with.

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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.

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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