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.
Note: 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.
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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