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Start Here: Introduction to Workflow Settings

How to customize notifications triggered when an offer moves to another status

Workflow

Learn more about default Mail-In workflow

How the Mail-In Buyback Flow Works

Learn more about default In Store workflow

How the In-Store Buyback Flow Works

Learn more about default Batch Quote workflow

How the Batch Quote Buyback Flow Works

Learn more about default Easy Offer workflow

How the Easy Offer Flow Works

Create Your Own Custom Workflow

Sayed Ahmed

Althaaf Rachman Hafidz

Workflow Settings

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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.

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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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