Solutions2Share - EU

Everything you need to know to get your External User Manager instance fully operational

Get Started

 Install and prepare your External User Manager instance for daily operation

Installation & Setup

Understand the Request & Approval process and tailor it to your company structure

Requests & Approvals

Create and enforce governance rules to improve your organizational structure

Governance Rules

Establish and customize a streamlined onboarding process for your guests

Onboarding Procedures

Explore and utilize your data to gather insights into your organization's workflow

Overview, Insights, and Reports

Learn how to maximize the usefulness of 3rd party services and automation workflows

Automation & Integrations

Tailor the app to your needs via advanced configuration options

Configuration & Settings

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Volume, requesters and topics for your company.

Insights

Top requesters

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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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