For further help, submit a ticket as follows:

1. Sign in to the Client Portal, open Service Hub in the left navigation, and select Create Ticket.
2. Choose the category that best matches your request, then select the specific issue under the displayed group heading. You do not need to click the group heading separately. Select Continue.
3. Complete the required details and requested references. Select Continue to review the ticket details, then select Submit after checking them.
4. Open your ticket under My support tickets to check its status and replies.

Use official Live Chat only if you cannot sign in to the Client Portal or access Service Hub, or if you suspect account compromise, unauthorised access, an unauthorised transaction or active trading exposure and need immediate human support.

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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.

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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.

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.

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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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