Manage who has access to your Fin workspace by inviting new teammates and removing those who no longer need access. You can assign roles with fine-grained permissions to make sure everyone has exactly the access they need, no more, no less.
How to add teammates
To invite new teammates to join your workspace, go to Settings > Teammates and click New teammate.
To invite one or a few teammates, just enter the email address of each teammate separated by commas.
Note: When inviting new teammates, make sure the email address you've entered is correct and exactly matches their email without typos.
Fin Copilot seat
Select whether the teammate requires a Copilot Seat.
Copilot helps your team in Zendesk answer customer queries, and is charged $35 per seat each month as an optional add-on. Copilot uses all of the content you give to Fin and more.
Fin workspace access
The invite flow uses a full permissions editor, so you can assign a role or configure individual permissions for each teammate. Three default roles are available — Full access, View only, and No access — and you can also create custom roles with fine-grained control over exactly which features a teammate can view or manage (for example, a "Fin Reporting Viewer" role that can see performance data but can't modify Fin's configuration).
Full access — Can edit and manage all areas of the workspace, including synced data, API integrations, workflows, settings, and more.
View only — Can view all data in the workspace but can't make any changes.
No access — Available for teammates with a Copilot seat who don't require access to the Fin workspace.
Note:
All three default roles are customizable — you can edit their permissions to fit your team's needs, but they can't be deleted. To create or manage custom roles, go to Settings > Teammates and open the Roles tab.
If your workspace uses SCIM provisioning, custom roles can't be assigned via SCIM yet — it will continue to assign the three default roles only. Custom role assignment via SCIM is coming in a future update.
Permissions reference
The tables below list all available permissions, organized by section, along with the access level for each.
Inbox
Permissions | Access level |
View the real-time dashboard for live conversation monitoring | Full access |
Reassign conversations to different teammates or teams | Full access |
Export conversation transcripts | Full access |
Permanently delete specific parts of a conversation message | Full access |
Permanently delete messages sent by teammates in a conversation | Full access |
Permanently delete internal notes from a conversation | Full access |
Reply to inbound conversations from customers | View only |
Reports
Permissions | Access level |
View Fin performance reports, Topics, and Trends | View only |
Manage custom reports (create, read, edit, delete) | Full access |
View custom reports | Full access |
Edit custom reports | Full access |
Delete custom reports | Full access |
Delete standard reports | Full access |
Edit and update standard reports | Full access |
Share reports with other teammates | Full access |
Export report data as a CSV | View only |
Drill into individual data points in reports | View only |
Create and manage report navigation folders | Full access |
Settings
Permissions | Access level |
View and edit workspace-level settings | Full access |
Invite new teammates and manage existing ones | Full access |
Edit your own teammate profile | Full access |
Edit other teammates' profiles and details | Full access |
Create, edit, and delete teams | Full access |
Configure Messenger settings and appearance | Full access |
View and manage billing and subscription details | Full access |
Set up and manage Fin usage alert thresholds | Full access |
Set hard limits on Fin usage to control costs | Full access |
Access the workspace with basic read-only permissions | View only |
Data & security
Permissions | Access level |
View and manage product-level configuration settings | Full access |
View contact and lead records in the workspace | View only |
View individual user profile pages | View only |
Create, edit, and delete conversation tags | Full access |
View the full list of teammates and team memberships | View only |
Apps & integrations
Permissions | Access level |
Install, configure, and remove apps and integrations | Full access |
Create and manage Fin data connectors for external data lookups | Full access |
Knowledge
Permissions | Access level |
Add, edit, and remove knowledge sources used by Fin | Full access |
Create and edit draft help center articles | Full access |
Publish and delete help center articles | Full access |
Automation
Permissions | Access level |
View Fin and Automation settings | Full access |
Create and manage Automation settings and Workflows | Full access |
Then simply click Send invite and they’ll receive an email invitation to join your workspace.
Get invite links / resend invitations
You can also share invite links to teammates you've added by copying the invite link from Settings > Teammates > Invited and sending it directly to them via side channels like Slack, WhatsApp, etc.
Or resend an email invitation by going to Settings > Teammates > Invited and clicking Resend.
How to remove teammates
To remove a teammate, go to Settings > Teammates and click Remove teammate next to the teammate you'd like to remove.
Then you'll just need to select a new teammate to become "article author" for any articles they've created in your workspace.
Finally, click Remove teammate which will immediately remove their access to your workspace.
Note: It's not possible to restore a removed teammate, however, you can invite them back to your workspace using the same email address.
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