Notebird

Click Your Name in the upper right hand corner

Click My Team in the drop down menu

Select which group member you'd like add to another group&nbsp;

- Click Your Name in the upper right hand corner
- Click My Team in the drop down menu
- Select which group member you'd like add to another group&nbsp;
- Click User Role
- Click Add To Group

Add a group member to another group to give them access to updates, tasks and milestones.

Adding A Group Member To Another Group

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Create your workspace and invite the people you work with.

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

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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.

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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