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Onboarding: Approval Workflow Visualizations

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Create your workspace and invite the people you work with.

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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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Onboarding: Approval Workflow Visualizations

Approval Routing Group Scenarios

Simple Setup Option #1

Simple Setup Option #2

Simple Setup Option #3

Simple Setup Option: Example 1

Complex Setup Option

Complex Setup Options: Example 2

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