To add your Assistant or Associate to your account:

Sign in and click the dropdown at the top right corner

Click on “<a href="https://signal.nfx.com/edit_account_details" target="_blank" rel="nofollow noopener noreferrer">Edit account details</a>”

Enter the assistant or associate's name and email address, then click "Add Assistant or Associate".

1. Sign in and click the dropdown at the top right corner
2. Click on “<a href="https://signal.nfx.com/edit_account_details" target="_blank" rel="nofollow noopener noreferrer">Edit account details</a>”
3. Enter the assistant or associate's name and email address, then click "Add Assistant or Associate".

How do I give my assistant or associate access to my account?

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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