Access Attache

How to temporarily or permanently block or un-block access to and disable editing in companies

Attaché: Block or unblock access to a company

Attaché: Create a new company

Attaché: Create a test company with data from a current or historical company

How do I delete an Attaché company and related data if I no longer need to have it available in Attaché?

Attaché:  Delete a company

Attaché: Hide or restrict company data from Attaché users

How to set company access rights to allow or deny users to access a company

Attaché: Setting company access rights

Attaché: Set up or edit a company bank account

Setting up & managing companies and company access.

Attaché - Companies

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{appName} in 60 seconds

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.

Prototype integrations answer

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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