Access Attache

Supplier Options and Purchasing Options allow you to adapt these modules to suit your individual needs. <br><br><a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl0000002oTl/dyLg1ES6xM8CGqtMCo_U3Dsm1dvEx8Z0bFH9xziF7K0" target="_blank" rel="nofollow noopener noreferrer">Attaché Supplier and Purchase Options Help (PDF)</a> contains task and field descriptions for these menu items:

- Supplier Options
- Supplier Purchasing Options

Attaché Accounts: Supplier and Purchasing Options help and user guide

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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.

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.

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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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