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The Monthly Management report is sent out at the beginning of each month.

Monthly Management Report

Reports designed to examine your call group data

Group Reports - Overview

Reports designed to examine you call data.

Call Reports - Overview

Reports designed to identify where SMS are being sent from and by who.

SMS Reports - Overview

Reports designed to examine your User data.

User Reports - Overview

Overview of the reports available

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Create your workspace and invite the people you work with.

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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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