Cohero

This article describes how users can open the settings page, to configure either Workspace settings, or Account settings.

Open (Workspace/Account) Settings

This article covers the 'Account settings' section on the Settings page. This page permits users to configure their personal account.

Account settings

This article covers the 'Workspace settings' section on the Settings page. This page permits Admins to configure matters that affect the entire workspace.

Workspace settings

This article describes the 'Members' section, part of Workspace settings. This section enables workspace Admins to invite, manage, promote/demote and deactivate users.

User Management

This article describes the section in the Workspace settings, that enables Admins to create & classify, manage, populate and delete groups.

Group Management

Bram Timmers

Instructions for members and admins to configure account settings and workspace settings

Account & Workspace settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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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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