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Are you unable to update the progress of your phases? Having difficulty finding the right steps? We'll guide you through the process.

I'm having trouble updating the progress of my phases

The phases of your fee-based projects aren’t enough, and you want to create sub-phases for more detailed tracking? We explain how to do it.

Looking to create sub-phases on the platform ? Here’s how.

The details of my project are not displaying in my fees

There are several ways to calculate fees. Here’s how to calculate them on a flat-rate basis.

How to set up flat fees for my project ?

The more a project involves external actors (co-contractors, subcontractors, occasional service providers...), the more complex the coordination becomes. How to effectively manage these stakeholders ?

External service providers in a project : where to find them, what to do?

There are several methods for calculating fees. Here is how to calculate them by cost brackets :

How to calculate my fees by cost brackets ?

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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.

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.

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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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