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Inviting people to your workspace or board? Check out what they can and can't do on Air.

User Permissions Matrix

Just setting up a workspace? Here's where to start.

Getting Started for Admins

Lauren Ford

Account + Workspace Settings

Learn how to set up your Air workspace, manage users, and configure SAML SSO as a Workspace Owner.

Get Started on Air as a Workspace Owner (Enterprise Only)

Learn how to manage users, billing, and custom fields as an Air Workspace Admin.

Get Started on Air as a Workspace Admin

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Get Started on Air as a Workspace Editor

Learn how to view, comment, download, and search assets as an Air Workspace Commenter.

Get Started on Air as a Workspace Commenter

Learn how to browse, search, and download assets on Air with read-only Workspace Viewer access.

Get Started on Air as a Workspace Viewer (Enterprise)

Get started as an Air Board Editor. Learn how to upload, tag, comment, and collaborate on boards.

Get Started on Air as a Board Editor

Learn how to review assets, leave comments, and download files as an Air Board Commenter.

Get Started on Air as a Board Commenter

Learn how to access, browse, and download assets on Air as a Board Viewer.

Get Started on Air as a Board Viewer

A guide to the users added to Air at the workspace level.

Explore Workspace Users

A guide to users added at the board level

Explore Board Users

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Create your workspace and invite the people you work with.

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

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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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